Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Low Priced Stk K* in their Schedule of Assets, totaling $115.8M 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 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $109.6M |
| 2 | NEEDHAM & COMPANY, LLC NEEDHAM & COMPANY, LLC 401(K) PLAN | NEW YORK NY | 172 | $90.3M | $2.5M |
| 3 | LANSING BUILDING PRODUCTS, LLC LANSING BUILDING PRODUCTS, LLC 401K PLAN |
RICHMOND VA |
| 1,865 |
| $125.6M |
| $2.1M |
| 4 | XOMETRY, INC. XOMETRY, INC. 401(K) PLAN | NORTH BETHESDA MD | 824 | $81.3M | $1.5M |
| 5 | SENESCO MARINE LLC SENESCO 401(K) PLAN | NORTH KINGSTOWN RI | 96 | $7.2M | $37K |