Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments Fid Blue Chip Gr K6 in their Schedule of Assets, totaling $42.1M 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 | RAY QUINNEY & NEBEKER P. C. RAY QUINNEY & NEBEKER PROFIT SHARING PLAN | SALT LAKE CITY UT | 162 | $123.0M | $18.9M |
| 2 | BREAZEALE, SACHSE & WILSON BREAZEALE, SACHSE & WILSON, L.L.P. 401(K) RETIREMENT PLAN AND TRUST PLAN | BATON ROUGE LA | 133 | $81.7M | $12.3M |
| 3 | 1-800 CONTACTS, INC. |
DRAPER UT |
| 1,420 |
| $73.0M |
| $3.3M |
| 4 | GESA CREDIT UNION GESA CREDIT UNION 401(K) PLAN AND TRUST | RICHLAND WA | 831 | $41.1M | $2.5M |
| 5 | MOUNTAIN WEST ANESTHESIA, L.L.C. MOUNTAIN WEST ANESTHESIA, L.L.C. RETIREMENT PLAN | LEHI UT | 238 | $130.8M | $1.9M |
| 6 | LUXIUM SOLUTIONS, LLC LUXIUM SOLUTIONS, LLC 401(K) PLAN | HIRAM OH | 346 | $25.9M | $1.2M |
| 7 | CYRQ ENERGY, LLC CYRQ ENERGY 401(K) PLAN | SALT LAKE CITY UT | 122 | $12.6M | $1.0M |
| 8 | PEAK6 INSURTECH SERVICES LLC PEAK6 INSURTECH SERVICES 401(K) PLAN | CHICAGO IL | 402 | $15.1M | $942K |
