Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Blue Chip Value Mutual fund in their Schedule of Assets, totaling $186K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $109K |
| 2 | WORK, INC. WORK, INC. 403(B) PLAN | DORCHESTER MA | 445 | $7.7M | $27K |
| 3 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN |
SAN FRANCISCO CA |
| 211 |
| $115.6M |
| $26K |
| 4 | POPULATION SERVICES INTERNATIONAL POPULATION SERVICES INTERNATIONAL 403(B) PLAN | WASHINGTON DC | 253 | $42.7M | $22K |
| 5 | GOLDEN VALLEY HEALTH CENTERS GOLDEN VALLEY HEALTH CENTERS 403(B) PLAN | ATWATER CA | 1,125 | $50.8M | $2K |
