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 Registered investment company in their Schedule of Assets, totaling $24.4M 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 | JH KELLY HOLDINGS LLC JH KELLY HOLDINGS LLC NON-UNION 401(K) AND PROFIT SHARING PLAN | LONGVIEW WA | 320 | $85.6M | $13.9M |
| 2 | NEW ENGLAND FINISH SYSTEMS, LLC NEW ENGLAND FINISH SYSTEMS, LLC PROFIT SHARING & 401(K) PLAN | SALEM NH | 177 | $30.3M | $3.0M |
| 3 | JH KELLY HOLDINGS LLC |
LONGVIEW WA |
| 203 |
| $36.9M |
| $2.5M |
| 4 | ENGLISH COLOR & SUPPLY, LLC ENGLISH COLOR PBE 401(K) PLAN | RICHARDSON TX | 653 | $9.2M | $1.6M |
| 5 | PACIFIC WOODTECH CORPORATION PACIFIC WOODTECH CORPORATION 401(K) PLAN | BURLINGTON WA | 467 | $27.2M | $1.4M |
| 6 | NEW YORK CITY FOOTBALL CLUB, LLC NEW YORK CITY FOOTBALL CLUB 401(K) PLAN | NEW YORK NY | 177 | $10.6M | $635K |
| 7 | KLIK TECHNOLOGIES, CORP. CHECKALT 401(K) PLAN | VALLEY COTTAGE NY | 206 | $8.8M | $581K |
| 8 | DOLAN ENTERPRISES, INC. DBA DOLAN TOYOTA DOLAN AUTO GROUP 401(K) PROFIT SHARING PLAN | RENO NV | 662 | $10.3M | $340K |
| 9 | THE PETERSON COMPANY PETERSON CO. RETIREMENT SAVINGS PLAN | AUBURN WA | 252 | $15.9M | $327K |
| 10 | FUSION SOLUTIONS LLC FUSION SOLUTIONS 401(K) PLAN | PLANO TX | 326 | $3.8M | $105K |
