Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity® Large Cap Growth Idx Instl Prm Mutual Fund in their Schedule of Assets, totaling $6.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLACK CORPORATION CLACK CORPORATION PROFIT SHARING 401(K) PLAN | WINDSOR WI | 417 | $85.3M | $3.5M |
| 2 | GROUP PLAN SYSTEMS, LLC GPS NAVIGATOR POOLED EMPLOYER PLAN | COLUMBUS OH | 1,168 | $45.1M | $1.6M |
| 3 | PHOENIX OVERSIGHT GROUP PHOENIX OVERSIGHT GROUP 401(K) PLAN |
ARLINGTON VA |
| 73 |
| $7.6M |
| $558K |
| 4 | JOHN BOWMAN, INC. JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN | FOUNTAIN CO | 98 | $11.2M | $244K |
| 5 | ABILITY HOMECARE, INC. DBA ABILITY HOMECARE ABILITY HOMECARE 401(K) PLAN | SAN ANTONIO TX | 233 | $3.7M | $56K |
