Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Contra Fund in their Schedule of Assets, totaling $7.9M 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 | TRI-WEST, LTD. TRI-WEST, LTD. 401K/PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 325 | $63.8M | $5.4M |
| 2 | LAIKA, LLC LAIKA, LLC PROFIT SHARING AND 401(K) PLAN | HILLSBORO OR | 673 | $64.6M | $1.5M |
| 3 | SMITH SYSTEM MANUFACTURING COMPANY SMITH SYSTEM MANUFACTURING COMPANY RETIREMENT SAVINGS PLAN |
CARROLLTON TX |
| 191 |
| $7.6M |
| $994K |
