Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding FID GROWTH STRAT in their Schedule of Assets, totaling $3.1M 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 | FUTURE TECH ENTERPRISE, INC. FUTURE TECH RETIREMENT FUND | HOLBROOK NY | 217 | $21.4M | $1.8M |
| 2 | LONGVIEW POWER, LLC LONGVIEW POWER, LLC 401(K) PLAN | MAIDSVILLE WV | 153 | $30.9M | $317K |
| 3 | NA HOKU, INC. THE NA HOKU, INC. 401(K) SAVINGS PLAN |
HONOLULU HI |
| 384 |
| $31.4M |
| $306K |
| 4 | HAGAR RESTAURANT EQUIPMENT SERVICE, INC. HAGAR RESTAURANT EQUIPMENT SERVICE, INC. 401(K) PLAN | OKLAHOMA CITY OK | 177 | $14.2M | $274K |
| 5 | BOULDER HEAVY INDUSTRIES, LLC BOULDER HEAVY INDUSTRIES, LLC 401(K) PLAN | BOULDER CO | 89 | $7.3M | $226K |
| 6 | MONMOUTH UNIVERSITY, INC. MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LONG BRANCH NJ | 966 | $359.0M | $90K |
| 7 | FOCUS ON THE FAMILY FOCUS ON THE FAMILY 403(B) PLAN | COLORADO SPRINGS CO | 678 | $75.0M | $33K |
| 8 | THE INSTITUTE FOR APPLIED NETWORK SECURITY THE INSTITUTE FOR APPLIED NETWORK SECURITY 401(K) PLAN | BOSTON MA | 200 | $14.6M | $32K |
| 9 | INNER CITY LAW CENTER INNER CITY LAW CENTER 401(K) PLAN | LOS ANGELES CA | 147 | $9.2M | $4K |
