Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Fid Blue Chip Gr Mutual Fund in their Schedule of Assets, totaling $110.5M 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 | SECURUS TECHNOLOGIES, LLC AVENTIV TECHNOLOGIES 401(K) SAVINGS PLAN | PLANO TX | 1,447 | $125.0M | $28.7M |
| 2 | ULTRAGENYX PHARMACEUTICAL INC. ULTRAGENYX PHARMACEUTICAL INC. 401(K) PLAN AND TRUST | NOVATO CA | 1,082 | $217.9M | $21.9M |
| 3 | SITIME CORPORATION SITIME 401(K) PLAN |
SANTA CLARA CA |
| 191 |
| $40.9M |
| $6.7M |
| 4 | RYAN HERCO PRODUCTS CORPORATION RYAN HERCO FLOW SOLUTIONS 401(K) PLAN | BURBANK CA | 512 | $40.5M | $6.6M |
| 5 | KENDALL DEALERSHIP HOLDINGS, LLC KENDALL AUTOMOTIVE GROUP EMPLOYEES' RETIREMENT PLAN | MERIDIAN ID | 2,621 | $80.2M | $5.8M |
| 6 | NUMERICA CREDIT UNION NUMERICA CREDIT UNION RETIREMENT PLAN | SPOKANE VALLEY WA | 664 | $87.9M | $5.8M |
| 7 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN | NEW YORK NY | 90 | $44.5M | $5.6M |
| 8 | MORRISETTE PACKAGING, INC. MORRISETTE PACKAGING, INC. PROFIT SHARING PLAN | GREENSBORO NC | 245 | $42.3M | $5.3M |
| 9 | STRATUS UNLIMITED, LLC STRATUS UNLIMITED, LLC 401(K) PLAN | MENTOR OH | 1,167 | $49.1M | $4.2M |
| 10 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH RETIREMENT & SAVINGS 401K PLAN | PALO ALTO CA | 144 | $42.4M | $3.7M |
