Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Small Cap Growth K6 Fidelity 0 in their Schedule of Assets, totaling $2.2M 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 | ERVIN INDUSTRIES, INC. ERVIN INDUSTRIES, INC. EMPLOYEE PROFIT SHARING PLAN | ANN ARBOR MI | 156 | $52.0M | $465K |
| 2 | LIEBER INSTITUTE, INC. LIEBER INSTITUTE, INC. 403(B) PLAN | BALTIMORE MD | 114 | $17.8M | $458K |
| 3 | KENYON COMPANIES, INC. KENYON COMPANIES 401(K) PLAN |
PHOENIX AZ |
| 1,159 |
| $35.7M |
| $429K |
| 4 | REYNOLDS CONSTRUCTION, LLC REYNOLDS CONSTRUCTION, LLC 401(K) PLAN | ORLEANS IN | 214 | $15.9M | $391K |
| 5 | POWERS AND SONS, LLC POWERS AND SONS, LLC 401(K) PLAN | MONTPELIER OH | 222 | $16.0M | $192K |
| 6 | ENGAGE! LEARNING, LLC ENGAGE! LEARNING, LLC 401(K) PLAN | AUSTIN TX | 62 | $5.6M | $127K |
| 7 | THE WHALEN COMPANY THE WHALEN COMPANY 401(K) PLAN | EASTON MD | 131 | $11.7M | $97K |
| 8 | NORTHWEST MICHIGAN COMMUNITY ACTION AGENCY NORTHWEST MICHIGAN COMMUNITY ACTION AGENCY 401(K) PLAN | TRAVERSE CITY MI | 372 | $2.8M | $26K |
| 9 | MONTGOMERY HOSPICE MONTGOMERY HOSPICE EE & ER CONTRIBUTION PLAN | ROCKVILLE MD | 297 | $18.9M | $17K |
| 10 | COASTAL HOSPICE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COASTAL HOSPICE | SALISBURY MD | 199 | $4.7M | $4K |
