Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Blue Chip Growth Fund Class K - in their Schedule of Assets, totaling $121.0M 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 | RICHARDSON ELECTRONICS, LTD. RICHARDSON ELECTRONICS, LTD. EMPLOYEES PROFIT SHARING PLAN AND TRUST AGREEMENT | LAFOX IL | 302 | $59.4M | $15.2M |
| 2 | MIDDLESEX WATER CO. MIDDLESEX WATER COMPANY 401(K) PLAN | ISELIN NJ | 360 | $78.4M | $15.0M |
| 3 | DAUBERT INDUSTRIES, INC. |
BURR RIDGE IL |
| 249 |
| $63.4M |
| $12.9M |
| 4 | MSHC INC. DBA SERVICE LOGIC SERVICE LOGIC 401(K) PLAN | CHARLOTTE NC | 3,341 | $225.9M | $12.4M |
| 5 | CANTOR COLBURN LLP CANTOR COLBURN LLP 401(K) PROFIT SHARING PLAN | HARTFORD CT | 215 | $89.0M | $11.5M |
| 6 | BERKSHIRE PARTNERS LLC BERKSHIRE PARTNERS LLC RETIREMENT PLAN | BOSTON MA | 234 | $122.4M | $9.2M |
| 7 | PACIFIC MARITIME ASSOCIATION PACIFIC MARITIME ASSOCIATION QUALIFIED DEFERRED COMPENSATION PLAN | SAN FRANCISCO CA | 150 | $96.7M | $8.8M |
| 8 | TACONIC CAPITAL ADVISORS L.P. TACONIC CAPITAL ADVISORS L.P. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 74 | $70.9M | $7.3M |
| 9 | MELTON & MELTON, LLP MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST | HOUSTON TX | 138 | $41.8M | $6.4M |
| 10 | COLINX COLINX RETIREMENT SAVINGS PLAN | GREENVILLE SC | 956 | $51.2M | $5.8M |
