Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Blue Chip Growth Fund Mutual funds in their Schedule of Assets, totaling $18.5M 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 | DAVIS SELECTED ADVISERS, L.P. DAVIS SELECTED ADVISERS, L.P. 401(K) PLAN | TUCSON AZ | 125 | $87.8M | $7.9M |
| 2 | BSC COMPANIES, INC. BSC COMPANIES, INC. SAVINGS AND PROFIT SHARING PLAN | BOSTON MA | 196 | $34.9M | $6.2M |
| 3 | MFA FINANCIAL, INC. MFA FINANCIAL, INC. 401(K) SAVINGS PLAN |
NEW YORK NY |
| 341 |
| $36.0M |
| $1.8M |
| 4 | CELLOFOAM NORTH AMERICA INC CELLOFOAM NORTH AMERICA, INC. SAVINGS PLAN | CONYERS GA | 350 | $7.8M | $1.5M |
| 5 | MORGAN WHITE GROUP, INC. MORGAN WHITE GROUP, INC. 401(K) PROFIT SHARING PLAN | JACKSON MS | 318 | $20.0M | $701K |
| 6 | HOMESMART SERVICES, LLC HOMESMART SERVICES, LLC 401(K) AND PROFIT SHARING PLAN | SCOTTSDALE AZ | 161 | $5.4M | $286K |
| 7 | PHILLIPS BROOKS SCHOOL PHILLIPS BROOKS SCHOOL 403(B) DC PLAN | MENLO PARK CA | 81 | $16.5M | $164K |
| 8 | STONEHILL COLLEGE STONEHILL COLLEGE 403(B) RETIREMENT SAVINGS PLAN | NORTH EASTON MA | 815 | $239.9M | $42K |
