Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fidelity Investments. Fidelity Small Cap Growth K6 Fund in their Schedule of Assets, totaling $27.2M 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 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. QUALIFIED RETIREMENT PLAN | DALLAS TX | 3,729 | $514.4M | $5.4M |
| 2 | SASOL (USA) CORPORATION SAVINGS AND INVESTMENT PLAN OF SASOL (USA) CORPORATION | HOUSTON TX | 1,265 | $417.7M | $4.5M |
| 3 | AMERICAN HEART ASSOCIATION, INC. |
DALLAS TX |
| 3,811 |
| $398.4M |
| $4.2M |
| 4 | THE NASSAU FINANCIAL GROUP THE NASSAU COMPANIES OF NEW YORK SAVINGS AND INVESTMENT PLAN | HARTFORD CT | 554 | $228.7M | $3.7M |
| 5 | IMAGING HEALTHCARE SPECIALISTS, LLC IMAGING HEALTHCARE SPECIALISTS, LLC 401(K) SALARY SAVINGS PLAN | SAN DIEGO CA | 529 | $26.3M | $2.2M |
| 6 | WESCO AIRCRAFT HARDWARE CORP. INCORA SAVINGS AND INVESTMENT PLAN | FORT WORTH TX | 1,377 | $92.3M | $1.9M |
| 7 | FIRST COMMUNITY BANCSHARES, INC. FIRST COMMUNITY BANCSHARES, INC.EMPLOYEES' PROFIT SHARING PLAN | KILLEEN TX | 2,688 | $142.3M | $1.4M |
| 8 | WCIRB OF CALIFORNIA WCIRB OF CALIFORNIA RETIREMENT PLAN | SAN FRANCISCO CA | 150 | $71.3M | $1.4M |
| 9 | MARQUETTE SAVINGS BANK MARQUETTE SAVINGS BANK 401(K) PROFIT SHARING PLAN | ERIE PA | 163 | $30.6M | $562K |
| 10 | NATIONAL SAFETY COUNCIL NATIONAL SAFETY COUNCIL 403(B) RETIREMENT PLAN | ITASCA IL | 264 | $42.7M | $464K |
