Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity ® Low-Priced Stock Fund - Class K Mutual Fund in their Schedule of Assets, totaling $66.5M 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 | FEDERAL NATIONAL MORTGAGE ASSOCIATION FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES | WASHINGTON DC | 8,187 | $4.6B | $34.9M |
| 2 | ADVANTEST AMERICA, INC. ADVANTEST AMERICA, INC. SAVING PLAN | SAN JOSE CA | 1,297 | $450.2M | $14.8M |
| 3 | DIAMOND OFFSHORE MANAGEMENT COMPANY |
HOUSTON TX |
| 948 |
| $377.4M |
| $7.0M |
| 4 | INTESA SANPAOLO S.P.A. INTESA SANPAOLO S.P.A. EMPLOYEES 401(K) SAVINGS PLAN | NEW YORK NY | 167 | $82.2M | $2.9M |
| 5 | JEP MANAGEMENT, INC. JEP MANAGEMENT & AFFILIATES 401(K) PLAN | WYNNEWOOD PA | 378 | $58.3M | $2.6M |
| 6 | CNOOC ENERGY U.S.A. LLC CNOOC 401(K) SAVINGS AND PENSION PLAN | HOUSTON TX | 75 | $73.9M | $1.1M |
| 7 | SATAKE USA, INC. SATAKE USA INC. 401(K) PLAN | STAFFORD TX | 107 | $33.0M | $1.1M |
| 8 | ON 24, INC ON 24, INC 401(K) PLAN | SAN FRANCISCO CA | 386 | $59.4M | $1.0M |
| 9 | TOWER SEMICONDUCTOR NEWPORT BEACH INC. TOWER SEMICONDUCTOR NEWPORT BEACH HOURLY SAVINGS PLAN | NEWPORT BEACH CA | 442 | $20.3M | $563K |
| 10 | PERRY'S ICE CREAM COMPANY 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF PERRY'S ICE CREAM COMPANY, INC. | AKRON NY | 411 | $43.9M | $521K |
