Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Low Priced Stk in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WELLESLEY COLLEGE WELLESLEY COLLEGE 403(B) RETIREMENT PLAN | WELLESLEY MA | 1,326 | $787.3M | $1.1M |
| 2 | CHAMPION TECHNOLOGY SERVICES, INC. CHAMPION TECHNOLOGY SERVICES, INC. 401(K) PLAN | BATON ROUGE LA | 147 | $19.8M | $466K |
| 3 | THE BISHOP'S SCHOOL THE BISHOP'S SCHOOL 403(B) PLAN |
LA JOLLA CA |
| 270 |
| $79.1M |
| $226K |
| 4 | ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC 403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER | ANCHORAGE AK | 211 | $23.4M | $219K |
| 5 | THE POPULATION COUNCIL, INC. RETIREMENT PLAN FOR EMPLOYEES OF THE POPULATION COUNCIL, INC. | NEW YORK NY | 208 | $232.7M | $181K |
| 6 | LIFESOUTH COMMUNITY BLOOD CENTERS, INC. LIFESOUTH 403(B) PLAN | GAINESVILLE FL | 1,046 | $12.0M | $138K |
| 7 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | DURHAM NC | 401 | $70.7M | $63K |
| 8 | WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN | CHARLESTON WV | 96 | $34.2M | $56K |
