Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Investments Fidelity Low-Priced Stock # in their Schedule of Assets, totaling $23.8M 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 | ASBURY AUTOMOTIVE GROUP LLC ASBURY AUTOMOTIVE RETIREMENT SAVINGS PLAN | DULUTH GA | 15,375 | $741.2M | $6.2M |
| 2 | FAMILY HEALTHCARE ASSOCIATES FAMILY HEALTHCARE ASSOCIATES RETIREMENT PLAN | ARLINGTON TX | 326 | $107.7M | $3.8M |
| 3 | PEMBINA US CORPORATION PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN |
HOUSTON TX |
| 268 |
| $68.3M |
| $3.2M |
| 4 | PEAK6 GROUP LLC PEAK6 GROUP LLC 401(K) PS PLAN | CHICAGO IL | 318 | $101.2M | $3.0M |
| 5 | PEMBINA US CORPORATION PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN | HOUSTON TX | 213 | $54.3M | $2.9M |
| 6 | THE FINISH LINE, INC. THE FINISH LINE, INC. PROFIT SHARING AND 401(K) PLAN | INDIANAPOLIS IN | 19,264 | $100.9M | $2.6M |
| 7 | DAIWA CORPORATE ADVISORY LLC DAIWA CORPORATE ADVISORY 401(K) LLC PLAN | WASHINGTON DC | 118 | $30.6M | $591K |
| 8 | PEMBINA US CORPORATION PEMBINA U.S. CORPORATION AND AFFILIATES MONEY PURCHASE PENSION PLAN | HOUSTON TX | 268 | $14.4M | $541K |
| 9 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 16,511 | $841.3M | $366K |
| 10 | CR LEGAL TEAM, LLP CR LEGAL TEAM, LLP 401(K) PLAN | GREENSBORO NC | 181 | $15.9M | $147K |
