Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Fidelity Investments* Fidelity Small Cap Growth Fund in their Schedule of Assets, totaling $91.0M 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 | QUANTA SERVICES INC. QUANTA SERVICES, INC. 401(K) SAVINGS PLAN | HOUSTON TX | 45,713 | $2.2B | $48.9M |
| 2 | IONIS PHARMACEUTICALS, INC. IONIS PHARMACEUTICALS 401(K) PLAN | CARLSBAD CA | 1,043 | $316.0M | $8.8M |
| 3 | AVEVA INC. AVEVA INC. 401(K) PLAN |
HOUSTON TX |
| 1,691 |
| $485.9M |
| $8.7M |
| 4 | LATHROP GPM LLP LATHROP GPM LLP RETIREMENT PLAN AND TRUST | KANSAS CITY MO | 488 | $349.2M | $5.9M |
| 5 | GREATAMERICA FINANCIAL SERVICES CORPORATION GREATAMERICA FINANCIAL SERVICES CORPORATION 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 751 | $178.6M | $3.6M |
| 6 | LATHROP GPM LLP LATHROP GPM LLP 401(K) PLAN | KANSAS CITY MO | 193 | $104.6M | $2.6M |
| 7 | THE EMMES COMPANY, LLC THE EMMES COMPANY, LLC RETIREMENT PLAN | ROCKVILLE MD | 824 | $195.9M | $2.5M |
| 8 | LEGACY PROFESSIONALS LLP LEGACY PROFESSIONALS LLP 401(K) PLAN | WESTCHESTER IL | 174 | $52.9M | $1.3M |
| 9 | USCA MANAGEMENT LLC USCA MANAGEMENT LLC 401(K) PLAN | HOUSTON TX | 130 | $19.4M | $991K |
| 10 | AMERICAN AUTOMOBILE ASSOC., INC. THE AAA THRIFT / SAVINGS PLAN | HEATHROW FL | 469 | $225.3M | $924K |
