Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Blue Chip Growth Fund;Class K6 in their Schedule of Assets, totaling $80.2M 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 | THE J. PAUL GETTY TRUST THE J. PAUL GETTY TRUST EMPLOYEE INVESTMENT PLAN | LOS ANGELES CA | 1,488 | $271.5M | $42.5M |
| 2 | THE J. PAUL GETTY TRUST THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 1,507 | $206.5M | $31.5M |
| 3 | HOOPER, LUNDY & BOOKMAN, P.C. |
LOS ANGELES CA |
| 95 |
| $55.0M |
| $5.7M |
| 4 | JOHN S. JAMES CO. JOHN S. JAMES CO. 401(K) RETIREMENT PLAN | GARDEN CITY GA | 154 | $10.7M | $620K |
