Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FIDELITY GROWTH STRATEGIES FD in their Schedule of Assets, totaling $2.2M 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 | FINANCIAL RESOURCES GROUP INVEST FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT | FORT MILL SC | 201 | $24.5M | $1.1M |
| 2 | MERCURIA ENERGY AMERICA, LLC MERCURIA ENERGY AMERICA, LLC 401(K) PLAN | HOUSTON TX | 301 | $68.9M | $507K |
| 3 | AMERICAN MINE RESEARCH |
ROCKY GAP VA |
| 258 |
| $16.2M |
| $431K |
| 4 | FPL FOOD, LLC FPL FOOD, LLC 401(K) PLAN | AUGUSTA GA | 1,022 | $7.5M | $137K |
