Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments Blue Chip Growth + in their Schedule of Assets, totaling $12.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $3.6M |
| 2 | NIXON UNIFORM SERVICE, INC. NIXON UNIFORM SERVICE, INC. RETIREMENT SAVINGS PLAN | NEW CASTLE DE | 689 | $30.6M | $3.5M |
| 3 | THE PARK SCHOOL OF BALTIMORE, INC. |
BALTIMORE MD |
| 215 |
| $62.0M |
| $1.6M |
| 4 | FRUIT OF THE EARTH FRUIT OF THE EARTH RETIREMENT SAVINGS PLAN | GRAND PRAIRE TX | 234 | $12.0M | $1.5M |
| 5 | VALLEY HOPE ASSOCIATION VALLEY HOPE 401(K) RETIREMENT PLAN | NORTON KS | 698 | $24.0M | $1.4M |
| 6 | TEND DENTAL, INC TEND DENTAL, INC 401(K) PLAN | NASHVILLE TN | 700 | $12.4M | $469K |
| 7 | YWCA OF SEATTLE-KING COUNTY-SNOHOMISH COUNTY YWCA SEATTLE KING COUNTY SNOHOMISH COUNTY 403(B) PLAN | SEATTLE WA | 53 | $3.4M | $41K |
| 8 | FREEPORT HEALTH NETWORK FHN MATCHING TAX DEFERRED ANNUITY PLAN | FREEPORT IL | 1,608 | $158.4M | $3K |
