Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FID BLUE CHIP GR K6 Registered investment company in their Schedule of Assets, totaling $118.0M 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 | GIGAMON, INC. GIGAMON, INC. 401(K) PLAN | SANTA CLARA CA | 488 | $160.1M | $35.9M |
| 2 | SUMITOMO MITSUI TRUST BANK (U.S.A.) LIMITED SMTBUSA 401(K) PLAN | HOBOKEN NJ | 224 | $122.0M | $30.6M |
| 3 | NOURYON CHEMICALS LLC NOURYON CHEMICALS RETIREMENT SAVINGS PLAN AND NOURYON CHEMICALS HOURLY SAVINGS PLAN MASTER TRUST |
CHICAGO IL |
| — |
| $555.4M |
| $21.6M |
| 4 | SUMITOMO MITSUI TRUST BANK, LIMITED SMTBNY 401(K) PLAN | NEW YORK NY | 260 | $91.4M | $19.0M |
| 5 | INTERIOR ARCHITECTS INC. IA 401(K) PLAN | SAN FRANCISCO CA | 533 | $80.9M | $8.4M |
| 6 | BLUE STREAM COMMUNICATIONS BLUE STREAM FIBER 401(K) PLAN | CORAL SPRINGS FL | 511 | $15.6M | $766K |
| 7 | PROSCIENTO, INC. PROSCIENTO, INC. 401(K) PLAN | CHULA VISTA CA | 250 | $13.8M | $576K |
| 8 | PAVILION PAYMENTS PAVILION PAYMENTS 401(K) PLAN | LAS VEGAS NV | 194 | $12.0M | $505K |
| 9 | TALENTBURST, INC. TALENTBURST, INC. 401K PLAN | NATICK MA | 1,778 | $12.5M | $503K |
| 10 | FRIEDMAN INDUSTRIED, INCORPORATED FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN | LONGVIEW TX | 240 | $11.9M | $206K |
