Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fidelity Low-Priced Stock Fund—Class K in their Schedule of Assets, totaling $7.1M 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 | GENTLE GIANT EMPLOYMENT COMPANY, LLC GENTLE GIANT EMPLOYMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN | WINCHESTER MA | 180 | $34.6M | $2.5M |
| 2 | HUNTER DEFENSE TECHNOLOGIES, INC. HUNTER DEFENSE TECHNOLOGIES INC. 401K RETIREMENT PLAN | SOLON OH | 1,145 | $83.3M | $1.3M |
| 3 | EDWARD ROSE & SONS |
BLOOMFIELD HILLS MI |
| 1,874 |
| $75.4M |
| $1.2M |
| 4 | NATIONAL MACHINERY LLC NATIONAL MACHINERY LLC SAVINGS PLAN | TIFFIN OH | 409 | $64.3M | $1.2M |
| 5 | HOOPER, LUNDY & BOOKMAN, P.C. HOOPER, LUNDY & BOOKMAN, INC. 401(K) PLAN | LOS ANGELES CA | 95 | $55.0M | $904K |
