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 Mutual funds in their Schedule of Assets, totaling $21.6M 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 | CDI MANAGEMENT CORP CDI MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN | ST. LOUIS PARK MN | 3,167 | $319.9M | $7.2M |
| 2 | WWL VEHICLE SERVICES AMERICAS, INC. WALLENIUS WILHELMSEN GROUP OF COMPANIES 401(K) PLAN | PARSIPPANY NJ | 3,085 | $228.3M | $5.8M |
| 3 | ROSE ACRE FARMS, INC. |
SEYMOUR IN |
| 2,801 |
| $100.4M |
| $5.3M |
| 4 | HARDWARE SPECIALTY CO., INC. HARDWARE SPECIALTY CO., INC. 401(K) SAVINGS PLAN & TRUST | LONG ISLAND CITY NY | 328 | $34.2M | $1.9M |
| 5 | INVERIS TRAINING SOLUTIONS, INC. INVERIS TRAINING SOLUTIONS, INC. 401(K) PLAN | SUWANEE GA | 219 | $49.7M | $674K |
| 6 | CELLOFOAM NORTH AMERICA INC CELLOFOAM NORTH AMERICA, INC. SAVINGS PLAN | CONYERS GA | 350 | $7.8M | $366K |
| 7 | STONEHILL COLLEGE STONEHILL COLLEGE 403(B) RETIREMENT SAVINGS PLAN | NORTH EASTON MA | 815 | $239.9M | $317K |
| 8 | PSYOP PRODUCTIONS, LLC PSYOP PRODUCTIONS, LLC 401(K) PLAN | NEW YORK NY | 56 | $19.2M | $41K |
| 9 | VITALSMARTS, LC VITALSMARTS 401(K) PLAN | PROVO UT | 248 | $22.6M | $35K |
| 10 | 300 STEWART AVENUE CORPORATION. THE 300 STEWART AVENUE CORPORATION 401(K) PLAN | LAS VEGAS NV | 166 | $4.8M | $27K |
