Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Low-Priced Stock Fund Registered investment company in their Schedule of Assets, totaling $50.9M 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 | CORELOGIC, INC. CORELOGIC, INC. 401(K) SAVINGS PLAN | IRVINE CA | 3,955 | $779.0M | $22.7M |
| 2 | TOKIO MARINE NORTH AMERICA INC. TMNA, INC. 401(K) PLAN | JERSEY CITY NJ | 3,098 | $819.7M | $12.0M |
| 3 | HILCO TRADING, LLC HILCO TRADING, LLC 401(K) PROFIT SHARING PLAN & TRUST |
NORTHBROOK IL |
| 1,608 |
| $114.4M |
| $3.3M |
| 4 | NORTON PACKAGING, INC. NORTON PACKAGING INC 401(K) AND PROFIT SHARING PLAN | HAYWARD CA | 223 | $17.0M | $2.3M |
| 5 | GRAND & BENEDICTS, INC. GRAND & BENEDICTS, INC. SALARY REDUCTION PROFIT SHARING PLAN | PORTLAND OR | 96 | $29.5M | $2.1M |
| 6 | HARKINS BUILDERS, INC. THE HARKINS GROUP EMPLOYEES 401(K) PROFIT SHARING RETIREMENT PLAN | COLUMBIA MD | 328 | $61.5M | $1.7M |
| 7 | GGLO, LLC 401(K) PROFIT SHARING PLAN GGLO, LLC 401(K) PROFIT SHARING PLAN | SEATTLE WA | 62 | $30.3M | $1.3M |
| 8 | J. LOHR WINERY CORPORATION J. LOHR EMPLOYEES RETIREMENT PLAN | SAN JOSE CA | 207 | $43.5M | $1.3M |
| 9 | COMMON SECURITIZATION SOLUTIONS, LLC COMMON SECURITIZATION SOLUTIONS, LLC RETIREMENT SAVINGS PLAN FOR EMPLOYEES | BETHESDA MD | 364 | $108.2M | $1.2M |
| 10 | HUDSON PRINTING CO HUDSON PRINTING 401(K) PLAN | SALT LAKE CITY UT | 222 | $10.1M | $768K |
