Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fid New Millen Mutual Fund in their Schedule of Assets, totaling $17.5M 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 | SILLS CUMMIS & GROSS P.C. SILLS CUMMIS & GROSS P.C. DEFINED CONTRIBUTION PLAN | NEWARK NJ | 140 | $140.4M | $15.2M |
| 2 | LSI SOLUTIONS LSI SOLUTIONS SAVINGS AND INVESTMENT PLAN | VICTOR NY | 518 | $47.5M | $1.3M |
| 3 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN |
TORRANCE CA |
| 5,025 |
| $406.1M |
| $447K |
| 4 | MOWERY & SCHOENFELD, LLC MOWERY & SCHOENFELD, LLC 401(K) PLAN | LINCOLNSHIRE IL | 156 | $20.5M | $284K |
| 5 | FOSTER LLP FOSTER LLP 401(K) PLAN | HOUSTON TX | 110 | $21.7M | $213K |
| 6 | SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 156 | $51.1M | $90K |
| 7 | HOME OF GUIDING HANDS THE HOME OF GUIDING HANDS 403(B) PLAN | EL CAJON CA | 245 | $5.9M | $6K |
