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 in their Schedule of Assets, totaling $31.2M 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 | SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM MA | 765 | $464.1M | $21.5M |
| 2 | REDBOX AUTOMATED RETAIL, LLC REDBOX 401(K) PLAN | OAKBROOK TERRACE IL | 1,145 | $83.0M | $4.2M |
| 3 | CADWELL INDUSTRIES INC. CADWELL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN |
KENNEWICK WA |
| 341 |
| $41.9M |
| $1.7M |
| 4 | R.B. PAMPLIN CORPORATION R.B. PAMPLIN CORPORATION AND SUBSIDIARIES SAVINGS PLAN AND TRUST | PORTLAND OR | 760 | $51.4M | $1.6M |
| 5 | WEIGEL BROADCASTING CO. WEIGEL BROADCASTING CO. EMPLOYEES PROFIT SHARING AND 401K PLAN AND TRUST | CHICAGO IL | 518 | $53.7M | $1.1M |
| 6 | HARDY DIAGNOSTICS HARDY DIAGNOSTICS 401(K) PROFIT SHARING PLAN | SANTA MARIA CA | 414 | $18.9M | $185K |
| 7 | SOLIDUS TECHNICAL SOLUTIONS, LLC SOLIDUS TECHNICAL SOLUTIONS, LLC 401(K) PLAN | LUNENBURG MA | 82 | $22.3M | $182K |
| 8 | NEWSMAX MEDIA, INC. NEWSMAX MEDIA 401(K) PLAN | BOCA RATON FL | 390 | $17.9M | $175K |
| 9 | NWR SERVICES, LLC NORTHWOOD RAVIN 401(K) PLAN | CHARLOTTE NC | 416 | $14.4M | $150K |
| 10 | AGILITY ROBOTICS, INC. AGILITY ROBOTICS 401(K) PLAN | SALEM OR | 201 | $14.5M | $127K |
