Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Leveraged Company Stock in their Schedule of Assets, totaling $666K 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 | KYMERA INTERNATIONAL KYMERA INTERNATIONAL 401(K) PLAN | DURHAM NC | 579 | $32.5M | $362K |
| 2 | BASDEN STEEL AND ERECTION, INC. BASDEN STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN | BURLESON TX | 972 | $9.6M | $139K |
| 3 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN |
COLUMBUS OH |
| 16,511 |
| $841.3M |
| $104K |
| 4 | PRECISION SHOOTING EQUIPMENT PRECISION SHOOTING EQUIPMENT, INC. EMPLOYEE 401(K)/PROFIT SHARING PLAN | TUCSON AZ | 137 | $5.0M | $60K |
