Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding Fidelity® Low-Priced Stock in their Schedule of Assets, totaling $87.6M 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 | SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM MA | 765 | $464.1M | $21.5M |
| 2 | WELLMARK, INC. WELLMARK, INC. SAVINGS AND INVESTMENT PLAN | DES MOINES IA | 1,930 | $467.9M | $15.1M |
| 3 | HATTIESBURG CLINIC, P.A. HATTIESBURG CLINIC P. A. SAVINGS PLAN |
HATTIESBURG MS |
| 2,584 |
| $402.2M |
| $10.4M |
| 4 | SEATTLE TIMES COMPANY 401(K) SAVINGS PLAN FOR EMPLOYEES OF SEATTLE TIMES COMPANY AND SUBSIDIARIES | SEATTLE WA | 581 | $155.1M | $7.8M |
| 5 | COINSTAR, LLC COINSTAR, LLC 401(K) RETIREMENT SAVINGS PLAN | BELLEVUE WA | 356 | $84.0M | $4.8M |
| 6 | REDBOX AUTOMATED RETAIL, LLC REDBOX 401(K) PLAN | OAKBROOK TERRACE IL | 1,145 | $83.0M | $4.2M |
| 7 | RS AMERICAS, INC. RS AMERICAS, INC. 401(K) | FORT WORTH TX | 911 | $110.4M | $3.8M |
| 8 | VANTAGE CREDIT UNION VANTAGE CREDIT UNION 401K PROFIT SHARING PLAN AND TRUST | ST. CHARLES MO | 252 | $25.2M | $1.8M |
| 9 | CADWELL INDUSTRIES INC. CADWELL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | KENNEWICK WA | 341 | $41.9M | $1.7M |
| 10 | R.B. PAMPLIN CORPORATION R.B. PAMPLIN CORPORATION AND SUBSIDIARIES SAVINGS PLAN AND TRUST | PORTLAND OR | 760 | $51.4M | $1.6M |
