Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Low-Priced Stock K Fund Mutual fund in their Schedule of Assets, totaling $35.2M 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 | MITSUBISHI ELECTRIC US, INC. MITSUBISHI ELECTRIC U.S. COMPANIES' RETIREMENT PLAN | CYPRESS CA | 3,786 | $860.3M | $16.1M |
| 2 | CROWELL & MORING LLP CROWELL & MORING LLP RETIREMENT PLAN | WASHINGTON DC | 1,282 | $694.9M | $12.9M |
| 3 | ROSENDIN ELECTRIC ROSENDIN ELECTRIC 401(K) SAVINGS PLAN |
SAN JOSE CA |
| 2,243 |
| $188.8M |
| $4.6M |
| 4 | AMYRIS, INC. AMYRIS, INC. 401(K) PLAN | EMERYVILLE CA | 247 | $98.6M | $834K |
| 5 | MONTEREY BAY AQUARIUM RESEARCH INSTITUTE MONTEREY BAY AQUARIUM RESEARCH INSTITUTE 403(B) PLAN | MOSS LANDING CA | 272 | $126.6M | $716K |
