Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Low-Priced Stock K Mutual Fund in their Schedule of Assets, totaling $38.4M 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 | PC CONNECTION, INC. CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN | MERRIMACK NH | 2,596 | $438.8M | $14.3M |
| 2 | WILSON SONSINI GOODRICH & ROSATI, PC WSGR 401(K) AND PROFIT SHARING PLAN | PALO ALTO CA | 1,984 | $1.0B | $4.8M |
| 3 | THE F.A. BARTLETT TREE EXPERT CO. |
STAMFORD CT |
| 2,907 |
| $201.4M |
| $4.7M |
| 4 | MORRISON MAHONEY LLP MORRISON MAHONEY LLP PROFIT SHARING - 401(K) PLAN | BOSTON MA | 228 | $92.8M | $4.4M |
| 5 | THE RICHARDS GROUP, INC. TRG 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 219 | $187.9M | $3.6M |
| 6 | THE HAARTZ CORPORATION THE HAARTZ CORPORATION 401(K) AND PROFIT SHARING PLAN | ACTON MA | 454 | $120.2M | $1.7M |
| 7 | TRAMMO, INC TRAMMO, INC. PROFIT-SHARING/401K PLAN | NEW YORK NY | 71 | $57.1M | $1.2M |
| 8 | HARRIS & ASSOCIATES HARRIS & ASSOCIATES EMPLOYEE PROFIT SHARING PLAN | CONCORD CA | 304 | $49.0M | $980K |
| 9 | GENERAL CREDIT FORMS, INC. GENERAL CREDIT FORMS, INC. 401(K) PROFIT SHARING PLAN | EARTH CITY MO | 249 | $48.9M | $892K |
| 10 | BRIXEY & MEYER, INC. BRIXEY & MEYER, INC. 401(K) PROFIT SHARING PLAN | MIAMISBURG OH | 117 | $16.9M | $448K |
