Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fid Blue Chip Gr K Mutual Fund in their Schedule of Assets, totaling $167.4M 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 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $63.7M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $59.1M |
| 3 | AMERICAN SOFTWARE, INC. |
ATLANTA GA |
| 227 |
| $78.5M |
| $17.6M |
| 4 | TENCARVA MACHINERY COMPANY, LLC. TENCARVA MACHINERY COMPANY PROFIT SHARING & 401(K) PLAN | GREENSBORO NC | 531 | $90.7M | $10.6M |
| 5 | WALTON ENTERPRISES, LLC RETIREMENT ACCESS PLAN | BENTONVILLE AR | 554 | $108.9M | $5.1M |
| 6 | TRIANZ DIGITAL CONSULTING, INC. TRIANZ RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 148 | $25.7M | $3.2M |
| 7 | PRIVIA MEDICAL GROUP WASHINGTON, PLLC PRIVIA MEDICAL GROUP WASHINGTON, PLLC 401K PLAN | WALLA WALLA WA | 256 | $51.3M | $2.8M |
| 8 | TEXAS MEDICAL ASSOCIATION TEXAS MEDICAL ASSOCIATION EMPLOYEES 401(K) PROFIT SHARING PLAN | AUSTIN TX | 123 | $62.4M | $1.8M |
| 9 | OMIDYAR NETWORK SERVICES LLC OMIDYAR NETWORK SERVICES 401(K) PLAN | REDWOOD CITY CA | 54 | $25.7M | $1.7M |
| 10 | MIDDLESEX SCHOOL MIDDLESEX SCHOOL PENSION ACCOUNT | CONCORD MA | 158 | $17.9M | $644K |
