Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Disciplined Equity in their Schedule of Assets, totaling $664K 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 | SHENANDOAH VALLEY MEDICAL SYSTEM INC. SHENANDOAH VALLEY MEDICAL SYSTEM INC. RETIREMENT PLAN | MARTINSBURG WV | 300 | $16.2M | $366K |
| 2 | BASDEN STEEL AND ERECTION, INC. BASDEN STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN | BURLESON TX | 972 | $9.6M | $256K |
| 3 | FELLOWSHIP HEALTH RESOURCES, INC. |
MEDIA PA |
| 374 |
| $7.5M |
| $43K |
