Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fidelity Blue Chip Growth K in their Schedule of Assets, totaling $41.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EXP U.S. SERVICES, INC. EXP U.S. SERVICES, INC. SAVING AND RETIREMENT PLAN | CHICAGO IL | 1,132 | $230.7M | $39.1M |
| 2 | ZAP ENGINEERING & CONSTRUCTION SERVICES, INC. ZAP ENGINEERING & CONSTRUCTION SERVICES, INC. 401(K) PLAN | LAKEWOOD CO | 225 | $15.5M | $789K |
| 3 | FIVE ACRES-THE BOYS & GIRLS AID SOCIETY OF LA LOS ANGELES COUNTY |
ALTADENA CA |
| 369 |
| $24.9M |
| $696K |
| 4 | HOME BUILDERS INSTITUTE HOME BUILDERS INSTITUTE PENSION AND PROFIT SHARING PLAN | WASHINGTON DC | 255 | $23.8M | $670K |
| 5 | HOME BUILDERS INSTITUTE HOME BUILDERS INSTITUTE 403(B) PLAN | WASHINGTON DC | 321 | $8.6M | $345K |
| 6 | AVNA INC. AVNA INC. PROFIT SHARING/401(K) RETIREMENT PLAN | NEW BRITAIN CT | 249 | $24.5M | $194K |
| 7 | TURN2 SPECIALTY COMPANIES, LLC TURN2 SPECIALTY COMPANIES 401(K) PLAN | BAYTOWN TX | 901 | $3.7M | $34K |
