Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FID BLUE CHIP GR K Registered Investment Companies in their Schedule of Assets, totaling $181.1M 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 | SUMMA HEALTH SUMMA HEALTH 403(B) RETIREMENT SAVINGS PLAN | AKRON OH | 4,479 | $855.2M | $124.1M |
| 2 | THE GEORGE WASHINGTON UNIVERSITY THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN | ASHBURN VA | 8,147 | $1.6B | $25.5M |
| 3 | THE GEORGE WASHINGTON UNIVERSITY |
ASHBURN VA |
| 4,055 |
| $1.4B |
| $17.1M |
| 4 | SUMMA HEALTH SUMMA HEALTH 401(K) RETIREMENT SAVINGS PLAN | AKRON OH | 922 | $62.4M | $14.3M |
