Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Dividend Growth Mutual fund in their Schedule of Assets, totaling $4.1M 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 | KOKUSAI SEMICONDUCTOR EQUIPMENT CORP KSEC RETIREMENT PLAN | SAN JOSE CA | 109 | $49.8M | $2.4M |
| 2 | CLAY-PLATTE FAMILY MEDICINE CLINIC, PC. CLAY-PLATTE FAMILY MEDICINE 401(K) PLAN | KANSAS CITY MO | 175 | $19.5M | $643K |
| 3 | NELSON AUTOMOTIVE, INC. NELSON AUTO GROUP 401(K)PLAN |
TULSA OK |
| 290 |
| $13.6M |
| $591K |
| 4 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $229K |
| 5 | WORK, INC. WORK, INC. 403(B) PLAN | DORCHESTER MA | 445 | $7.7M | $136K |
| 6 | POPULATION SERVICES INTERNATIONAL POPULATION SERVICES INTERNATIONAL 403(B) PLAN | WASHINGTON DC | 253 | $42.7M | $57K |
| 7 | PATHWAYS IN EDUCATION, INC. OPTIONS EDUCATIONAL 403(B) RETIREMENT PLAN | PASADENA CA | 0 | $0 | $3K |
| 8 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $2K |
