Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Investments Fidelity Contrafund K in their Schedule of Assets, totaling $179.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUTTER MEDICAL GROUP, INC. SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 1,247 | $1.0B | $92.1M |
| 2 | BANNER & WITCOFF, LTD. BANNER & WITCOFF, LTD. 401(K) PROFIT SHARING PLAN & TRUST | CHICAGO IL | 247 | $204.7M | $41.4M |
| 3 | PEAK6 GROUP LLC PEAK6 GROUP LLC 401(K) PS PLAN |
CHICAGO IL |
| 318 |
| $101.2M |
| $11.3M |
| 4 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN | LOUISVILLE KY | 3,232 | $161.0M | $7.3M |
| 5 | WEGMANN AUTOMOTIVE USA INC. WEGMANN AUTOMOTIVE USA INC. RETIREMENT AND SAVINGS PLAN | MURFREESBORO TN | 261 | $30.0M | $6.5M |
| 6 | MEADVILLE FORGING COMPANY, L.P. MEADVILLE FORGING COMPANY PROFIT SHARING RETIREMENT AND SAVINGS | NORTHFIELD IL | 142 | $34.8M | $5.9M |
| 7 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 421 | $111.3M | $4.8M |
| 8 | AMERICAN-AMICABLE LIFE INSURANCE COMPANY OF TEXAS AMERICAN-AMICABLE LIFE INSURANCE COMPANY RETIREMENT AND SAVINGS PLAN | WACO TX | 271 | $26.9M | $3.8M |
| 9 | OPN ARCHITECTS, INC. OPN ARCHITECTS, INC. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 110 | $40.4M | $3.5M |
| 10 | PTI ENGINEERED PLASTICS INC PTI ENGINEERED PLASTICS, INC. 401(K) PLAN | MACOMB MI | 274 | $15.6M | $1.5M |
