Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Low-Priced Stock K in their Schedule of Assets, totaling $71.1M 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 | FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK CT | 2,364 | $863.3M | $27.7M |
| 2 | CLAYTON HOMES, INC. CLAYTON HOMES, INC. 401(K) RETIREMENT PLAN | MARYVILLE TN | 22,418 | $1.6B | $23.0M |
| 3 | RIVERSTONE GROUP INC. RIVERSTONE GROUP INC. AND AFFILIATES EMPLOYEE SAVINGS PLAN |
DAVENPORT IA |
| 391 |
| $60.8M |
| $3.6M |
| 4 | NATIONAL ASSOCIATION OF HOME BUILDERS OF THE U.S NATIONAL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN | WASHINGTON DC | 260 | $127.1M | $3.1M |
| 5 | HUNTSWORTH GROUP, INC. INIZIO USA 401(K) PLAN | YARDLEY PA | 1,094 | $132.9M | $2.8M |
| 6 | GOLDEN VALLEY ELECTRIC ASSOCIATION GOLDEN VALLEY ELECTRIC ASSOCIATION 401(K) PLAN | FAIRBANKS AK | 177 | $51.4M | $2.0M |
| 7 | SABERT CORPORATION SABERT CORPORATION 401(K) PLAN | SAYREVILLE NJ | 1,607 | $113.3M | $1.9M |
| 8 | FAMILY HEALTHSERVICES MINNESOTA, P.A. ENTIRA FAMILY CLINICS 401(K) PROFIT SHARING PLAN | ST. PAUL MN | 273 | $71.8M | $1.7M |
| 9 | THE MCCALLIE SCHOOL THE MCCALLIE SCHOOL 401(K) PLAN | CHATTANOOGA TN | 336 | $57.7M | $1.5M |
| 10 | HEINEKEN USA, INC. HEINEKEN USA SAVINGS AND RETIREMENT PLAN | WHITE PLAINS NY | 436 | $208.8M | $1.2M |
