Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Small Cap Growth Fund Registered investment company in their Schedule of Assets, totaling $14.0M 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 | QUEST SOFTWARE INC. QUEST SOFTWARE INC. 401(K) PLAN | ALISO VIEJO CA | 968 | $299.5M | $8.6M |
| 2 | TROUW NUTRITION USA, LLC NUTRECO USA 401(K) PLAN | HIGHLAND IL | 544 | $72.8M | $1.3M |
| 3 | SANTA CLARA UNIVERSITY SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUITY PLAN |
SANTA CLARA CA |
| 1,835 |
| $459.6M |
| $1.1M |
| 4 | SANTA CLARA UNIVERSITY SANTA CLARA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA CLARA CA | 1,842 | $520.4M | $853K |
| 5 | QATALYST GROUP LP QATALYST GROUP LP 401(K) PLAN | SAN FRANCISCO CA | 82 | $55.4M | $761K |
| 6 | R.A JONES & CO. INC. R.A. JONES & CO. INC. COMPANY FUNDED DEFINED BENEFIT PLAN | COVINGTON KY | 59 | $12.6M | $568K |
| 7 | NURIX THERAPEUTICS, INC. NURIX INCORPORATED 401(K) PLAN & TRUST | SAN FRANCISCO CA | 297 | $36.5M | $455K |
| 8 | R.A JONES & CO. INC. PACKAGING TECHNOLOGIES PENSION PLAN FOR HOURLY EMPLOYEES | DAVENPORT IA | 18 | $8.9M | $340K |
| 9 | PLAYHOUSE SQUARE FOUNDATION PLAYHOUSE SQUARE FOUNDATION 401(K) PLAN | CLEVELAND OH | 455 | $24.6M | $68K |
| 10 | ATLANTIC NEUROSURGICAL SPECIALISTS, INC. ALTAIR HEALTH 401(K) PLAN | MORRISTOWN NJ | 0 | $9.5M | $14K |
