Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Small Cap Growth K6 Fund Mutual Funds in their Schedule of Assets, totaling $8.1M 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 | CDI MANAGEMENT CORP CDI MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN | ST. LOUIS PARK MN | 3,167 | $319.9M | $5.6M |
| 2 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN | NEW YORK NY | 977 | $126.9M | $2.2M |
| 3 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN |
NEW YORK NY |
| 1,183 |
| $85.5M |
| $321K |
| 4 | DOUBLEDAY ACQUISITIONS LLC DBA CSAFE GLO CSAFE GLOBAL 401(K) PLAN | MONROE OH | 170 | $17.4M | $11K |