Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Blue Chip Growth Mutual fund N/A in their Schedule of Assets, totaling $5.6M 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 | FARMERS STATE BANK FARMERS STATE BANK 401(K) PROFIT SHARING PLAN | WATERLOO IA | 121 | $28.8M | $3.3M |
| 2 | ELMWOOD DENTAL GROUP - IMPLANT AND RESTORATION, P.C. ELMWOOD DENTAL GROUP, P.C. PROFIT SHARING 401(K) PLAN | ROCHESTER NY | 114 | $13.4M | $1.6M |
| 3 | COLT BUILDERS CORP. |
MURRAY UT |
| 252 |
| $7.1M |
| $484K |
| 4 | POLLY'S, INC. OUR GANG SAVINGS INCENTIVE PLAN | PLACENTIA CA | 841 | $7.9M | $154K |
| 5 | THE CLEVELAND FOUNDATION THE CLEVELAND FOUNDATION RETIREMENT PLAN | CLEVELAND OH | 84 | $22.2M | $9K |