Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Blue Chip Growth Fund Pooled separate accounts in their Schedule of Assets, totaling $8.8M 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 | ESI HOLDINGS, INC. ESI HOLDINGS, INC. 401(K) PLAN | MERIDIAN ID | 1,112 | $47.1M | $3.1M |
| 2 | WESTERN MESQUITE MINES, INC. EQUINOX GOLD CORP., U.S. OPS 401(K) PLAN | BRAWLEY CA | 339 | $43.2M | $1.3M |
| 3 | CLAREMONT SAVINGS BANK CLAREMONT SAVINGS BANK 401(K) PROFIT SHARING PLAN & TRUST |
CLAREMONT NH |
| 83 |
| $17.1M |
| $1.2M |
| 4 | ELLKAY LLC ELLKAY LLC RETIREMENT PLAN | ELMWOOD PARK NJ | 386 | $23.6M | $803K |
| 5 | AKS INDUSTRIES, INC. AKS INDUSTRIES 401(K) RETIREMENT PLAN & TRUST | KIRKLAND WA | 350 | $15.0M | $632K |
| 6 | CROWES MANAGEMENT COMPANY CROWE'S MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN | LEESBURG GA | 496 | $25.7M | $506K |
| 7 | ASPEN PRODUCTS, INC. ASPEN PRODUCTS, INC. 401(K) PLAN | KANSAS CITY MO | 557 | $21.4M | $446K |
| 8 | TS BANKING GROUP TS BANKING GROUP SAVINGS PLAN | TREYNOR IA | 176 | $16.5M | $395K |
| 9 | PATRICKS MOTOR MART, INC. PATRICKS MOTOR MART, INC. 401(K)/PROFIT SHARING PLAN | AUBURN MA | 136 | $3.1M | $131K |
| 10 | GEARY PACIFIC CORPORATION GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | ANAHEIM CA | 238 | $28.9M | $128K |
