Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Fidelity Dividend Growth Fund # in their Schedule of Assets, totaling $2.5M 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 | AVOX SYSTEMS INC. AVOX SYSTEMS 401(K) PLAN | LANCASTER NY | 139 | $31.7M | $1.2M |
| 2 | MARKEN LLP THE MARKEN 401K PLAN | DURHAM NC | 658 | $23.3M | $559K |
| 3 | HIRSCH BEDNER & ASSOCIATES HIRSCH/BEDNER ASSOCIATES 401(K) PLAN | SANTA MONICA |
| 122 |
| $17.9M |
| $392K |
| 4 | SOUTHGATE AUTOMOTIVE, INC. SOUTHGATE AUTOMOTIVE, INC. 401(K) PLAN & TRUST | SOUTHGATE MI | 154 | $15.9M | $312K |
| 5 | WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES WAICU RETIREMENT READINESS PLAN | MADISON WI | 1,904 | $418.0M | $20K |
| 6 | ZIM AMERICAN INTEGRATED SHIPPING SERVICES COMPANY LLC ZIM AMERICAN INTEGRATED SHIPPING SERVICES COMPANY, LLC 401(K) SAVINGS | VIRGINIA BEACH VA | 549 | $48.6M | $10K |
