Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Low Priced Stock K in their Schedule of Assets, totaling $5.9M 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 | BANNER & WITCOFF, LTD. BANNER & WITCOFF, LTD. 401(K) PROFIT SHARING PLAN & TRUST | CHICAGO IL | 247 | $204.7M | $5.9M |
| 2 | GRUBBS INFINITI, LTD GRUBBS FAMILY OF DEALERSHIPS 401(K) PLAN | GRAPEVINE TX | 351 | $8.0M | $81K |
