Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding FID GROWTH CO K in their Schedule of Assets, totaling $128.2M 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 | CROWLEY HOLDINGS INC. CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA | JACKSONVILLE FL | 1,548 | $410.6M | $52.3M |
| 2 | DINSMORE & SHOHL LLP THE DINSMORE & SHOHL LLP SAVINGS AND INVESTMENT PLAN | CINCINNATI OH | 1,461 | $472.2M | $33.6M |
| 3 | ALTORFER INC. ALTORFER RETIREMENT PLAN |
CEDAR RAPIDS IA |
| 936 |
| $162.8M |
| $12.8M |
| 4 | COLUMBIA ASSOCIATION, INC. THE COLUMBIA ASSOCIATION, INC. INCENTIVE SAVINGS PLAN | COLUMBIA MD | 961 | $58.6M | $6.4M |
| 5 | MCGREGOR COMPANY THE MCGREGOR COMPANY QUALIFIED PROFIT SHARING 401(K) PLAN | COLFAX WA | 420 | $78.9M | $6.3M |
| 6 | ALTORFER INC. ALTORFER INC. EMPLOYEES SAVINGS PLAN | CEDAR RAPIDS IA | 210 | $27.9M | $5.6M |
| 7 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $3.9M |
| 8 | BGB COMMUNICATIONS, LLC BGB COMMUNICATIONS LLC 401(K) PLAN | NEW YORK NY | 423 | $51.2M | $3.7M |
| 9 | IT SOFT USA INC. IT SOFT USA, INC. 401(K) PLAN | CHICAGO IL | 165 | $18.6M | $2.0M |
| 10 | CROWLEY MARITIME CORPORATION CROWLEY RETIREMENT INCOME SYSTEM PLAN - PUERTO RICO | JACKSONVILLE FL | 84 | $11.4M | $865K |
