Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding Fidelity – Small Cap Growth in their Schedule of Assets, totaling $38.4M 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 | THE NASSAU COMPANIES OF NEW YORK THE NASSAU COMPANIES OF NEW YORK EMPLOYEE PENSION PLAN | HARTFORD CT | 142 | $486.9M | $4.9M |
| 2 | AMERICAN CHEMICAL SOCIETY AMERICAN CHEMICAL SOCIETY ERISA 403(B) PLAN | WASHINGTON DC | 1,852 | $404.7M | $4.8M |
| 3 | AMERICAN CHEMICAL SOCIETY |
WASHINGTON DC |
| 1,848 |
| $371.1M |
| $3.4M |
| 4 | AVISON YOUNG (USA) INC. AVISON YOUNG (US) 401(K) PLAN | CHICAGO IL | 1,401 | $136.7M | $3.4M |
| 5 | CTB, INC. CTB, INC. PROFIT SHARING PLAN | MILFORD IN | 1,175 | $159.3M | $2.7M |
| 6 | MORRISON-MAIERLE, INC. MORRISON-MAIERLE, INC. 401(K) PLAN | HELENA MT | 364 | $73.2M | $2.5M |
| 7 | WORLD KINECT CORPORATION WORLD KINECT CORPORATION 401(K) PROFIT SHARING PLAN | MIAMI FL | 2,431 | $382.7M | $1.5M |
| 8 | SPENCER GIFTS LLC SPENCER GIFTS LLC 401(K) PLAN | EGG HARBOR TOWNSHIP NJ | 4,222 | $71.0M | $1.4M |
| 9 | CNI GOVERNMENT, LLC CNI SUBSIDIARY 401(K) PLAN | NORMAN OK | 1,430 | $92.2M | $1.3M |
| 10 | NEXUS FAMILY HEALING NEXUS RETIREMENT PLAN | PLYMOUTH MN | 1,282 | $53.9M | $1.3M |