Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Leveraged Company Stock K Mutual Fund in their Schedule of Assets, totaling $617K 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 | GIBNEY, ANTHONY & FLAHERTY, LLP GIBNEY, ANTHONY & FLAHERTY LLP PROFIT SHARING PLAN | NEW YORK NY | 109 | $56.6M | $528K |
| 2 | HERITAGE THERMAL SERVICES, INC. HERITAGE THERMAL SERVICES, INC. RETIREMENT SAVINGS PLAN | EAST LIVERPOOL OH | 182 | $48.4M | $89K |
