Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity® Low-Priced Stock Fund Mutual Fund in their Schedule of Assets, totaling $65.3M 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 | CAES SYSTEMS LLC COBHAM UNITED STATES 401(K) PLAN | SAN JOSE CA | 3,593 | $773.8M | $33.4M |
| 2 | CAES SYSTEMS LLC CAES 401(K) PLAN | SAN JOSE CA | 3,458 | $764.9M | $29.8M |
| 3 | CP&Y, INC. CP&Y, INC. 401(K) PLAN | DALLAS TX |
| 377 |
| $65.4M |
| $1.6M |
| 4 | CORNERSTONE RESEARCH GROUP, INC. CORNERSTONE RESEARCH GROUP, INC. 401(K) PLAN | MIAMIMSBURG OH | 119 | $15.1M | $234K |
| 5 | ELEMENTUM SCM, INC. ELEMENTUM RETIREMENT PLAN | SALT LAKE CITY UT | 45 | $11.3M | $198K |
| 6 | NATIONAL CARRIERS, INC. NATIONAL CARRIERS, INC. PROFIT SHARING AND SAVINGS PLAN | LIBERAL KS | 0 | $12.0M | $70K |
| 7 | COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN | MASHPEE MA | 235 | $17.1M | $30K |
| 8 | DAYSPRING PROGRAMS INC DAYSPRING PROGRAMS INC 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 59 | $383K | $3K |
