Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Low-Priced Stock N/R in their Schedule of Assets, totaling $4.9M 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 | CATALYST HEALTH GROUP HOLDINGS II, LLC CATALYST HEALTH GROUP HOLDINGS II, LLC 401(K) PLAN | PLANO TX | 1,064 | $130.4M | $3.1M |
| 2 | PISTON AUTOMOTIVE, LLC PISTON GROUP 401(K) PLAN | REDFORD MI | 1,214 | $42.1M | $1.7M |
| 3 | MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY 403(B) RETIREMENT PL |
LOS ANGELES CA |
| 555 |
| $124.4M |
| $94K |
