Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Leveraged Company Stock Fund # in their Schedule of Assets, totaling $2.0M 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 | MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP MCDONNELL BOEHNEN HULBERT & BERGHOFF 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 102 | $104.7M | $1.6M |
| 2 | ESQUIRE BANK ESQUIRE BANK 401(K) PLAN | JERICHO NY | 141 | $11.6M | $162K |
| 3 | FEIT ELECTRIC COMPANY, INC. FEIT ELECTRIC COMPANY, INC. 401(K) PLAN |
PICO RIVERA CA |
| 180 |
| $17.3M |
| $109K |
| 4 | C.F. FICK & SONS, INC. C.F. FICK & SONS 401(K) PLAN | GRAYLING MI | 161 | $5.1M | $54K |
| 5 | STEPHENS COLLEGE STEPHENS COLLEGE DC RETIREMENT PLAN | COLUMBIA MO | 312 | $26.4M | $11K |
