Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity LEVERGD CO STK Fund in their Schedule of Assets, totaling $501K 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 | PENCO CORPORATION 401(K) SAVINGS PLAN | HARTFORD CT | 315 | $35.5M | $501K |
