Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Blue Chip Gr K6 Mutual Fund - in their Schedule of Assets, totaling $26.8M 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 | PBK ARCHITECTS, INC. PBK ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 1,060 | $121.0M | $18.6M |
| 2 | OLSON URBAN HOUSING, LLC THE OLSON COMPANY 401(K) PLAN AND TRUST | SEAL BEACH CA | 69 | $17.0M | $2.9M |
| 3 | CONNECTAMERICA.COM, LLC CONNECTAMERICA.COM 401(K) SAVINGS PLAN |
BALA CYNWYD PA |
| 1,026 |
| $64.3M |
| $2.8M |
| 4 | SURGICAL INFORMATION SYSTEMS, LLC SURGICAL INFORMATION SYSTEMS, LLC 401(K) PLAN | ALPHARETTA GA | 358 | $36.1M | $1.5M |
| 5 | TEXAS DIABETES & ENDOCRINOLOGY PA TDE 401(K) PLAN | AUSTIN TX | 109 | $17.2M | $797K |
| 6 | UME DENTAL GROWTH, LLC UME DENTAL GROWTH, LLC 401(K) PLAN | NAMPA ID | 153 | $6.3M | $203K |
| 7 | MADWELL LLC MADWELL 401(K) PROFIT SHARING PLAN | BROOKLYN NY | 105 | $4.9M | $86K |
