Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding Blue Chip Growth Fund Pooled separate account in their Schedule of Assets, totaling $27.6M 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 | CHAPMAN AUTOMOTIVE GROUP, L.L.C. CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | CHANDLER AZ | 1,863 | $94.3M | $2.9M |
| 2 | ALBERT LEE, INC. ALBERT LEE, INC. 401(K) PLAN | SEATTLE WA | 173 | $26.0M | $1.7M |
| 3 | ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. 401(K) PLAN |
PLANTATION FL |
| 107 |
| $27.7M |
| $1.7M |
| 4 | HICKINGBOTHAM INVESTMENTS, INC. HICKINGBOTHAM GROUP 401(K) PLAN | LITTLE ROCK AR | 351 | $18.2M | $1.5M |
| 5 | BIRMINGHAM HIDE & TALLOW CO., INC. BIRMINGHAM HIDE & TALLOW CO., INC. PROFIT SHARING PLAN & TRUST | BIRMINGHAM AL | 102 | $16.5M | $1.5M |
| 6 | GARGIULO, INC. GARGIULO, INC. SAVINGS AND INVESTMENT PLAN | NAPLES FL | 320 | $7.3M | $1.1M |
| 7 | FLEENOR COMPANY, INC. FLEENOR COMPANY, INC. 401(K) PLAN | ALAMEDA CA | 174 | $12.0M | $1.1M |
| 8 | GRIFFON AEROSPACE, INC. GRIFFON AEROSPACE, INC. 401K PLAN | MADISON AL | 174 | $8.9M | $1.0M |
| 9 | DAVIS PARTNERSHIP, P.C. DAVIS PARTNERSHIP, P.C. 401(K) PLAN | DENVER CO | 152 | $24.4M | $995K |
| 10 | KYMANOX CORPORATION KYMANOX CORPORATION 401(K) PLAN | MORRISVILLE NC | 197 | $19.6M | $852K |
