Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Growth Income Fund in their Schedule of Assets, totaling $8.4M 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 | KALSEC, INC. KALSEC, INC. EMPLOYEES' PROFIT SHARING PLAN | KALAMAZOO MI | 337 | $96.5M | $3.2M |
| 2 | PUTNAM PRECISION PRODUCTS, INC. PUTNAM PRECISION PRODUCTS, INC. PROFIT SHARING 401(K) PLAN | BREWSTER NY | 101 | $11.3M | $2.6M |
| 3 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA |
CHARLESTON SC |
| 3,064 |
| $157.6M |
| $1.1M |
| 4 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $611K |
| 5 | HARVARD MANAGEMENT COMPANY INC. THE HARVARD MANAGEMENT COMPANY 403(B) TAX-DEFERRED ANNUITY PLAN | BOSTON MA | 112 | $58.1M | $513K |
| 6 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $304K |
| 7 | HAMPDEN-SYDNEY COLLEGE HAMPDEN-SYDNEY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HAMPDEN SYDNEY VA | 425 | $117.6M | $37K |
| 8 | NATIONAL OUTDOOR LEADERSHIP SCHOOL NATIONAL OUTDOOR LEADERSHIP SCHOOL TAX SHELTERED ANNUITY PLAN | LANDER WY | 764 | $19.0M | $31K |
| 9 | BRYANT UNIVERSITY BRYANT UNIVERSITY 403(B) RETIREMENT PLAN | SMITHFIELD RI | 992 | $318.2M | $23K |
| 10 | CHILDRENS DEFENSE FUND CHILDRENS DEFENSE FUND RETIREMENT PLAN | WASHINGTON DC | 89 | $20.7M | $10K |
