Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Low‐Priced Stock K in their Schedule of Assets, totaling $7.8M 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 | PEBBLE BEACH COMPANY PEBBLE BEACH COMPANY 401(K) PLAN | PEBBLE BEACH CA | 1,970 | $143.7M | $3.7M |
| 2 | DAVID OPPENHEIMER AND COMPANY, LLC DAVID OPPENHEIMER AND COMPANY 401(K) PLAN | — | 173 | $50.9M | $1.8M |
| 3 | CIMCO REFRIGERATION, INC. CIMCO REFRIGERATION, INC. 401(K) PLAN |
MOBILE AL |
| 208 |
| $15.9M |
| $1.4M |
| 4 | NORMANDEAU ASSOCIATES, INC. NORMANDEAU ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | BEDFORD NH | 122 | $33.2M | $904K |
