Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity Management Trust Company* Fidelity Contrafund in their Schedule of Assets, totaling $471.8M 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 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,073 | $2.5B | $150.4M |
| 2 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 13,974 | $979.2M | $68.4M |
| 3 | BCD TRAVEL USA LLC |
ATLANTA GA |
| 4,181 |
| $479.9M |
| $41.8M |
| 4 | SAINT FRANCIS HEALTH SYSTEM INC SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS P | TULSA OK | 12,219 | $1.0B | $40.4M |
| 5 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY SUPPLEMENTAL 403(B) PLAN | HOUSTON TX | 5,552 | $847.9M | $38.1M |
| 6 | COMMERZBANK AG COMMERZBANK AKTIENGESELLSCHAFT 401(K) SAVINGS PLAN | NEW YORK NY | 269 | $385.0M | $33.1M |
| 7 | SAINT FRANCIS HEALTH SYSTEM INC SAINT FRANCIS HEALTH SYSTEM, INC. 403(B) SAVINGS P | TULSA OK | 810 | $366.1M | $23.3M |
| 8 | MORRIS GROUP, INC. MORRIS GROUP, INC. 401(K) PLAN | WINDSOR CT | 1,057 | $146.5M | $15.9M |
| 9 | NEWMAN TECHNOLOGY, INC. NEWMAN TECHNOLOGY, INC. 401(K) SAVINGS & RETIREMENT PLAN | MANSFIELD OH | 1,032 | $71.5M | $15.3M |
| 10 | NIFCO AMERICA CORPORATION NIFCO AMERICA CORPORATION SAVINGS RETIREMENT PLAN | CANAL WNCHSTR OH | 1,090 | $45.2M | $7.5M |
