Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Growth & Income in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VANTAGE CREDIT UNION VANTAGE CREDIT UNION 401K PROFIT SHARING PLAN AND TRUST | ST. CHARLES MO | 252 | $25.2M | $1.5M |
| 2 | USALLIANCE FEDERAL CREDIT UNION USALLIANCE FEDERAL CREDIT UNION 401(K) PLAN | RYE NY | 282 | $35.4M | $399K |
| 3 | UPHAMS CORNER HEALTH COMMITTEE, INC. |
BOSTON MA |
| 502 |
| $27.3M |
| $219K |
| 4 | CONDON COMPANIES CONDON COMPANIES SAVINGS & RETIREMENT PLAN | RIPON WI | 220 | $8.2M | $211K |
| 5 | GOOD HOPE COUNTRY DAY SCHOOL, INC. GOOD HOPE COUNTRY DAY SCHOOL, INC. DEFINED CONTRIBUTION PLAN | KINGSHILL VI | 54 | $8.0M | $94K |
| 6 | THE BISHOP'S SCHOOL THE BISHOP'S SCHOOL 403(B) PLAN | LA JOLLA CA | 270 | $79.1M | $63K |
| 7 | LUCAS MUSEUM OF NARRATIVE ART LUCAS MUSEUM OF NARRATIVE ART 403(B) PLAN | LOS ANGELES CA | 107 | $7.6M | $42K |
| 8 | CCIC NORTH AMERICA INC CCIC NA RETIREMENT PLAN | RANCHO CUCAMONGA CA | 17 | $901K | $29K |
| 9 | OAK RIDGE ASSOCIATED UNIVERSITIES OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN | OAK RIDGE TN | 1,069 | $359.2M | $4K |
| 10 | OPPORTUNITY COUNCIL OPPORTUNITY COUNCIL 403(B) PLAN | BELLINGHAM WA | 430 | $20.6M | $2K |
