Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Small Cap Growth a in their Schedule of Assets, totaling $3.0M 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 | HOLT AND BUGBEE COMPANY HOLT AND BUGBEE COMPANY RETIREMENT SAVINGS PLAN | TEWKSBURY MA | 168 | $15.3M | $2.3M |
| 2 | THE ANIMAL MEDICAL CENTER ANIMAL MEDICAL CENTER 403(B) TAX SHELTERED ANNUITY PLAN | NEW YORK NY | 614 | $41.0M | $459K |
| 3 | KAI USA LTD KAI USA, LTD. 401(K) PLAN |
TUALATIN OR |
| 277 |
| $24.0M |
| $267K |