Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FID Growth Co K Mutual Fund in their Schedule of Assets, totaling $61.1M 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 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $30.8M |
| 2 | TENCARVA MACHINERY COMPANY, LLC. TENCARVA MACHINERY COMPANY PROFIT SHARING & 401(K) PLAN | GREENSBORO NC | 531 | $90.7M | $12.9M |
| 3 | EUROP ASSISTANCE NORTH AMERICA, INC |
PEMBROKE PINES FL |
| 957 |
| $76.6M |
| $7.3M |
| 4 | CMI MARKETING, INC. CMI MARKETING, INC 401(K) PLAN | NEW YORK NY | 337 | $33.3M | $5.6M |
| 5 | OMIDYAR NETWORK SERVICES LLC OMIDYAR NETWORK SERVICES 401(K) PLAN | REDWOOD CITY CA | 54 | $25.7M | $2.7M |
| 6 | PLANNED PARENTHOOD OF GREATER OHIO PPFA RETIREMENT PLAN | AKRON OH | 231 | $13.6M | $1.7M |
