Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Small Cap Growth a in their Schedule of Assets, totaling $1.4M 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 | TOM MCLEOD SOFTWARE CORP. TOM MCLEOD SOFTWARE CORP. 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 580 | $86.3M | $728K |
| 2 | DRAX BIOMASS INC. DRAX BIOMASS INC. 401(K) PLAN | MONROE LA | 494 | $26.1M | $668K |
| 3 | UNITED STATES GOLF ASSOCIATION THE UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN |
FAR HILLS NJ |
| 388 |
| $94.8M |
| $6K |
