Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Blue Chip Value in their Schedule of Assets, totaling $78K 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 | GENERAL AUDIT CORPORATION KEYBRIDGE SAVINGS PLAN | LIMA OH | 85 | $3.8M | $37K |
| 2 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY 403(B) SALARY DEFERRAL AND DEFINED CONTRIBUTION PLAN | BIRMINGHAM AL | 1,596 | $127.0M | $22K |
| 3 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. |
BOSTON MA |
| 760 |
| $305.3M |
| $19K |