Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Growth Discovery - in their Schedule of Assets, totaling $7.0M 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 | AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN | FISHERSVILLE VA | 2,826 | $115.8M | $5.2M |
| 2 | PASHMAN & STEIN, PC PASHMAN STEIN 401(K) PLAN | HACKENSACK NJ | 102 | $22.5M | $1.4M |
| 3 | KOCH HOLDINGS INC. KOCH AUTOMOTIVE GROUP 401(K) PLAN |
EASTON PA |
| 771 |
| $13.8M |
| $265K |
| 4 | CONSUMER DIRECT MANAGEMENT SOLUTIONS CONSUMER DIRECT MANAGEMENT SOLUTIONS 401(K) PLAN | MISSOULA MT | 5,654 | $10.8M | $80K |
| 5 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $55K |
