Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Low-Priced Stock Mutual funds in their Schedule of Assets, totaling $4.5M 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 | DAVIS SELECTED ADVISERS, L.P. DAVIS SELECTED ADVISERS, L.P. 401(K) PLAN | TUCSON AZ | 125 | $87.8M | $2.8M |
| 2 | ATARI, INC. ATARI, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 32 | $16.0M | $710K |
| 3 | DELAWARE OTSEGO CORPORATION DOC & NYS & W RAILWAY 401(K) SAVINGS PLAN & TRUST |
COOPERSTOWN NY |
| 111 |
| $23.0M |
| $663K |
| 4 | H.E. ROHRER, LLC H. E. ROHRER, LLC PROFIT SHARING 401(K) PLAN | DUNCANNON PA | 954 | $5.3M | $302K |
| 5 | BUFFALO EXCHANGE LTD. BUFFALO EXCHANGE LTD. 401(K) PLAN | TUCSON AZ | 796 | $8.3M | $39K |
| 6 | PROFESSIONAL BUILDING SYSTEMS, INC. PROFESSIONAL BUILDING SYSTEMS, INC. 401(K) PLAN | MIDDLEBURG PA | 938 | $15.2M | $11K |