Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Growth Company Fund – Class K Mutual Fund in their Schedule of Assets, totaling $411.3M 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 | TUFTS MEDICINE, INC. TUFTS MEDICINE, INC. 403(B) RETIREMENT PLAN | BURLINGTON MA | 11,129 | $991.9M | $140.9M |
| 2 | ADVANTEST AMERICA, INC. ADVANTEST AMERICA, INC. SAVING PLAN | SAN JOSE CA | 1,297 | $450.2M | $69.3M |
| 3 | COOK INLET REGION, INC. COOK INLET REGION 401(K) RETIREMENT PLAN |
ANCHORAGE AK |
| 5,327 |
| $589.4M |
| $54.8M |
| 4 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $45.5M |
| 5 | TUFTS MEDICINE, INC. MELROSEWAKEFIELD HEALTHCARE 401(K) SAVINGS PLAN | MEDFORD MA | 1,315 | $178.7M | $38.1M |
| 6 | STOLT-NIELSEN USA INC. STOLT-NIELSEN US 401(K) SAVINGS PLAN | HOUSTON TX | 474 | $143.1M | $28.1M |
| 7 | RAKUTEN USA RAKUTEN USA 401(K) PLAN | SAN MATEO CA | 1,567 | $310.5M | $23.5M |
| 8 | SATAKE USA, INC. SATAKE USA INC. 401(K) PLAN | STAFFORD TX | 107 | $33.0M | $4.9M |
| 9 | ECOATM LLC ECOATM 401(K) PLAN | SAN DIEGO CA | 412 | $28.1M | $3.5M |
| 10 | CLIFFWATER LLC CLIFFWATER LLC 401(K) PLAN | MARINA DEL REY CA | 178 | $34.0M | $2.3M |
