Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Small Cap Growth K6 Mutual funds in their Schedule of Assets, totaling $33.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FROST BROWN TODD LLP FROST BROWN TODD LLP MASTER TRUST | LOUISVILLE KY | — | $500.8M | $28.9M |
| 2 | SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN | CARMEL IN | 532 | $55.7M | $1.1M |
| 3 | TRACE3, LLC TRACE3 401(K) PLAN | IRVINE |
| 1,267 |
| $173.3M |
| $993K |
| 4 | NUSTAR SERVICES COMPANY LLC NUSTAR THRIFT PLAN | SAN ANTONIO TX | 10 | $50.5M | $607K |
| 5 | SHORE HEALTH SYSTEM, INC. SHORE HEALTH SYSTEM, INC. 401(K) PLAN | EASTON MD | 1,189 | $118.4M | $580K |
| 6 | A-CAP, LLC A-CAP, LLC 401(K) PLAN | PLEASANTVILLE NY | 101 | $10.1M | $280K |
| 7 | WOMAN'S HOSPITAL FOUNDATION WOMAN'S HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN | BATON ROUGE LA | 2,567 | $192.3M | $266K |
| 8 | ROCKLAND BAKERY INC. ROCKLAND BAKERY 401(K) PLAN | NANUET NY | 626 | $6.9M | $156K |
| 9 | AIR MECHANICAL, INC. AIR MECHANICAL, INC. 401(K) & PROFIT SHARING PLAN | HAM LAKE MN | 154 | $6.1M | $107K |
| 10 | CRITICAL ENERGY INFRASTRUCTURE SERVICES, LLC CRITICAL ENERGY INFRASTRUCTURE SERVICES, LLC 401(K) PLAN | ALBUQUERQUE NM | 247 | $11.5M | $72K |
