Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Investments Fidelity Small Cap Growth K6 # in their Schedule of Assets, totaling $62.5M 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 | SAMSUNG ELECTRONICS AMERICA, INC. SAMSUNG 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 13,861 | $3.1B | $21.6M |
| 2 | SYNEOS HEALTH SYNEOS HEALTH SAVINGS AND RETIREMENT PLAN | MORRISVILLE NC | 9,827 | $1.6B | $16.4M |
| 3 | SUTTER MEDICAL GROUP, INC. SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN |
SACRAMENTO CA |
| 1,247 |
| $1.0B |
| $15.6M |
| 4 | BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLP BROOKS PIERCE RETIREMENT AND SAVINGS PLAN | GREENSBORO NC | 183 | $154.7M | $4.1M |
| 5 | GREAT LAKES BAY HEALTH CENTERS GREAT LAKES BAY HEALTH CENTERS 403(B) PLAN | SAGINAW MI | 672 | $51.0M | $1.3M |
| 6 | THE AMERICAN NATIONAL BANK OF TEXAS THE AMERICAN NATIONAL BANK OF TEXAS 401(K) PROFIT SHARING PLAN | TERRELL TX | 581 | $68.5M | $1.1M |
| 7 | LYTX, INC. LYTX, INC. RETIREMENT SAVINGS 401(K) PLAN | SAN DIEGO CA | 787 | $99.8M | $809K |
| 8 | KALLE USA, LLC KALLE USA, LLC 401(K) PLAN | GURNEE IL | 272 | $15.4M | $809K |
| 9 | GESA CREDIT UNION INSPIRUS CREDIT UNION 401(K) PLAN | RICHLAND WA | 49 | $27.8M | $593K |
| 10 | FICOSA NORTH AMERICA CORPORATION FICOSA NORTH AMERICA CORPORATION 401(K) RETIREMENT SAVINGS PLAN | COOKEVILLE TN | 691 | $15.8M | $124K |
