Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Blue Chip Value + in their Schedule of Assets, totaling $117K 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 | SAITECH INC. SAITECH, INC. 401(K) PLAN | ROCKVILLE MD | 75 | $11.4M | $107K |
| 2 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $7K |
| 3 | YWCA OF SEATTLE-KING COUNTY-SNOHOMISH COUNTY YWCA SEATTLE KING COUNTY SNOHOMISH COUNTY 403(B) PLAN |
SEATTLE WA |
| 53 |
| $3.4M |
| $3K |
