Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fidelity Blue Chip Growth Fund—Class K in their Schedule of Assets, totaling $31.0M 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 | LBA REALTY, LLC LBA REALTY 401(K) PLAN | IRVINE CA | 252 | $56.6M | $7.5M |
| 2 | PROJECT MANAGEMENT INSTITUTE, INC. PROJECT MANAGEMENT INSTITUTE EMPLOYEE SAVINGS PLAN | NEWTOWN SQUARE PA | 572 | $101.4M | $7.1M |
| 3 | MCGRATH NORTH MULLIN & KRATZ, PC LLO MCGRATH NORTH MULLIN & KRATZ, PC LLO PROFIT SHARING / 401(K) PLAN |
OMAHA NE |
| 113 |
| $89.4M |
| $4.7M |
| 4 | THE CROSBY COMPANY OF NEW HAMPSHIRE, LLC THE CROSBY COMPANY OF NEW HAMPSHIRE, LLC 401(K) PLAN | SALEM NH | 196 | $69.5M | $3.9M |
| 5 | NEW JERSEY DEVILS, LLC PRUDENTIAL CENTER/NJ DEVILS 401(K) PLAN | NEWARK NJ | 225 | $36.2M | $3.3M |
| 6 | FIRST COMMONWEALTH FEDERAL CREDIT UNION FIRST COMMONWEALTH FEDERAL CREDIT UNION RETIREMENT PLAN | LEHIGH VALLEY PA | 260 | $28.6M | $2.5M |
| 7 | OPUS IVS, INC. OPUS IVS 401(K) PROFIT SHARING PLAN | DEXTER MI | 278 | $18.6M | $1.6M |
| 8 | MSD PARTNERS, L.P. MSD PARTNERS, L.P. 401(K) PLAN | NEW YORK NY | 155 | $52.9M | $370K |
