Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments* Fidelity Focused Stock Fund in their Schedule of Assets, totaling $1.7M 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 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $679K |
| 2 | SANDMEYER STEEL COMPANY SANDMEYER STEEL COMPANY CAPITAL ACCUMULATION PLAN | PHILADELPHIA PA | 82 | $28.9M | $385K |
| 3 | MARKEN LLP THE MARKEN 401K PLAN |
DURHAM NC |
| 658 |
| $23.3M |
| $367K |
| 4 | SOUTHGATE AUTOMOTIVE, INC. SOUTHGATE AUTOMOTIVE, INC. 401(K) PLAN & TRUST | SOUTHGATE MI | 154 | $15.9M | $291K |
| 5 | DUCKER RESEARCH N.A. LLC DUCKER CARLISLE LLC 401(K) PLAN | TROY MI | 133 | $20.0M | $8K |
