Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Management Trust Company Contra Fund in their Schedule of Assets, totaling $48.6M 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 | CORVEL HEALTHCARE CORPORATION CORVEL INCENTIVE SAVINGS PLAN | PORTLAND OR | 5,290 | $276.0M | $28.5M |
| 2 | CENTRAL TRANSPORT, LLC CENTRAL EMPLOYEES SAVINGS PLAN | WARREN MI | 6,655 | $94.4M | $6.8M |
| 3 | WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN |
FORT WORTH TX |
| 739 |
| $134.8M |
| $6.7M |
| 4 | UNIVERSAL LOGISTICS HOLDING, INC. UNIVERSAL LOGISTICS HOLDINGS, INC. 401K PLAN | WARREN MI | 3,565 | $57.8M | $5.8M |
| 5 | UNIVERSAL DEDICATED, INC. UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN | WARREN MI | 1,008 | $12.2M | $546K |
| 6 | LOGISTICS INSIGHT CORP. LOGISTICS INSIGHT CORP. UNION SAVINGS PLAN | WARREN MI | 1,249 | $12.4M | $292K |