Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Growth Portfolio Mutual fund in their Schedule of Assets, totaling $2.0M 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 | PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND TAX SHELTERED ANNUITY PLAN | COLCHESTER VT | 215 | $14.3M | $1.0M |
| 2 | THE WHITNEY ACADEMY, INC. THE WHITNEY ACADEMY, INC. TDA PLAN | EAST FREETOWN MA | 166 | $5.8M | $633K |
| 3 | DEACONESS HEALTH SYSTEM, INC. |
EVANSVILLE IN |
| 526 |
| $18.9M |
| $139K |
| 4 | CALAIS COMMUNITY HOSPITAL CALAIS COMMUNITY HOSPITAL TAX SHELTERED ANNUITY PLAN | CALAIS ME | 205 | $12.6M | $106K |
| 5 | OPEN SKY COMMUNITY SERVICES, INC. OPEN SKY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN | WORCESTER MA | 1,379 | $34.4M | $104K |