Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Fidelity large cap growth index Mutual Funds in their Schedule of Assets, totaling $196.1M 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 | ARTHUR J. GALLAGHER (ILLINIOS), LLC. ARTHUR J. GALLAGHER & CO. EMPLOYEES SAVINGS AND THRIFT PLAN | ROLLING MEADOWS IL | 23,895 | $3.9B | $155.5M |
| 2 | UNION ASSOCIATED PHYSICIANS CLINIC, LLC UAP CLINIC RETIREMENT PLAN | TERRE HAUTE IN | 607 | $61.2M | $7.5M |
| 3 | NORTHSTAR FINANCIAL GROUP, INC. |
BAD AXE MI |
| 249 |
| $27.1M |
| $4.5M |
| 4 | DIGESTIVE HEALTHCARE OF GEORGIA, P.C. DIGESTIVE HEALTHCARE OF GEORGIA, P.C. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 313 | $43.2M | $3.7M |
| 5 | LUMINE GROUP US HOLDING INC. LUMINE GROUP US HOLDING INC. 401(K) PLAN | LOWELL MA | 332 | $22.4M | $3.4M |
| 6 | OPTINOSE US, INC. OPTINOSE 401(K) PLAN | YARDLEY PA | 130 | $23.9M | $2.9M |
| 7 | CONSUMERS CREDIT UNION CONSUMERS CREDIT UNION 401(K) PLAN AND TRUST | LAKE FOREST IL | 485 | $43.9M | $2.7M |
| 8 | THE WHEELING CORPORATION WHEELING CORPORATION EMPLOYEES' RETIREMENT PLAN | BREWSTER CT | 407 | $42.6M | $1.6M |
| 9 | PRIDE CAPITAL PARTNERS, LLC PRIDE CAPITAL PARTNERS, LLC 401(K) PLAN | NEW YORK NY | 4,743 | $40.9M | $1.6M |
| 10 | A-1 LIMOUSINE, INC. A-1 LIMOUSINE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | PRINCETON NJ | 114 | $4.7M | $1.5M |
