Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Low-Priced Stock in their Schedule of Assets, totaling $12.0M 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 | OFS FITEL, LLC OFS NON-REPRESENTED 401(K) PLAN | NORCROSS GA | 960 | $212.9M | $9.1M |
| 2 | FAMILY HEALTH, INC. FAMILY HEALTH, INC. RETIREMENT PLAN | GREENVILLE OH | 324 | $41.2M | $1.9M |
| 3 | ROBROY INDUSTRIES, INC. ROBROY INDUSTRIES, INC. 401(K) SAVINGS PLAN |
VERONA PA |
| 270 |
| $27.9M |
| $403K |
| 4 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $356K |
| 5 | VALLEY HOPE ASSOCIATION VALLEY HOPE 401(K) RETIREMENT PLAN | NORTON KS | 698 | $24.0M | $100K |
| 6 | PACIFIC NORTHWEST BALLET PACIFIC NORTHWEST BALLET ASSOCIATION EMPLOYEE BENEFIT PLAN (STAFF) | SEATTLE WA | 185 | $14.1M | $52K |
| 7 | FREEPORT HEALTH NETWORK FHN MATCHING TAX DEFERRED ANNUITY PLAN | FREEPORT IL | 1,608 | $158.4M | $47K |
