Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity New Insights Fund in their Schedule of Assets, totaling $4.3M 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 | TRANSOURCE, INC. TRANSOURCE, INC. 401(K) INVESTMENT PLAN | COLFAX NC | 361 | $15.2M | $2.5M |
| 2 | SARGENT ELECTRIC COMPANY SARGENT ELECTRIC COMPANY 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 155 | $12.2M | $666K |
| 3 | ALLISON-SMITH COMPANY, LLC ALLISON-SMITH COMPANY, LLC PS/401(K) PLAN |
SMYRNA GA |
| 125 |
| $21.4M |
| $621K |
| 4 | ALCO MANAGEMENT, INC. ALCO MANAGEMENT, INC. 401(K) PLAN | MEMPHIS TN | 229 | $10.5M | $474K |