Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Management Trust Company Low-priced Stock Fund in their Schedule of Assets, totaling $23.7M 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 | IAT INSURANCE GROUP INC. IAT INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN | RALEIGH NC | 1,020 | $287.9M | $14.1M |
| 2 | UNIVERSAL LOGISTICS HOLDING, INC. UNIVERSAL LOGISTICS HOLDINGS, INC. 401K PLAN | WARREN MI | 3,565 | $57.8M | $1.9M |
| 3 | NATIONAL COLLEGIATE ATHLETIC ASSOCIATION |
INDIANAPOLIS IN |
| 589 |
| $101.8M |
| $1.5M |
| 4 | WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 739 | $134.8M | $1.3M |
| 5 | NCAA NCAA 403(B) SAVINGS PLAN | INDIANAPOLIS IN | 588 | $78.6M | $1.3M |
| 6 | WOLVERINE FUELS, LLC WOLVERINE FUELS HOLDING, LLC 401(K) PLAN | SANDY UT | 930 | $89.1M | $1.2M |
| 7 | GOLD EAGLE CO. GOLD EAGLE COMPANY PROFIT SHARING AND SAVINGS PLAN | CHICAGO IL | 199 | $55.2M | $1.1M |
| 8 | NATIONAL COLLEGIATE ATHLETIC ASSOCIATION NCAA QUALIFIED SAVINGS PLAN | INDIANAPOLIS IN | 582 | $36.4M | $473K |
| 9 | STERLING ENGINEERING, INC. STERLING ENGINEERING, INC. SALARY SAVINGS PLAN | WESTCHESTER IL | 254 | $19.5M | $362K |
| 10 | GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CARO GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CAROLINA, INC. 401K PLAN | GREENVILLE SC | 529 | $8.5M | $240K |
