Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity investments Fidelity Leveraged Company Stock Fund in their Schedule of Assets, totaling $2.7M 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 | $1.1M |
| 2 | BYRNE & JONES ENTERPRISES INC. BYRNE & JONES ENTERPRISES 401(K) PLAN | BRIDGETON MO | 185 | $18.7M | $711K |
| 3 | AVOX SYSTEMS INC. AVOX SYSTEMS 401(K) PLAN |
LANCASTER NY |
| 139 |
| $31.7M |
| $627K |
| 4 | ALBUQUERQUE ACADEMY ALBUQUERQUE ACADEMY RETIREMENT PLAN | ALBUQUERQUE NM | 257 | $82.6M | $203K |
| 5 | MONA ELECTRIC GROUP, INC. MONA ELECTRIC GROUP, INC. 401(K) RETIREMENT PLAN | CLINTON MD | 78 | $19.0M | $52K |
