Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Small Cap Growth R6 in their Schedule of Assets, totaling $19.3M 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 | OWENSBORO HEALTH, INC. OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN | OWENSBORO KY | 3,740 | $205.2M | $7.5M |
| 2 | HOULIHAN LOKEY HOULIHAN LOKEY RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,648 | $396.4M | $3.8M |
| 3 | DICKINSON FINANCIAL CORPORATION DICKINSON FINANCIAL CORPORATION RETIREMENT PLAN |
KANSAS CITY MO |
| 1,084 |
| $73.0M |
| $3.2M |
| 4 | KNOBBE MARTENS OLSON & BEAR, LLP KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 676 | $363.4M | $2.6M |
| 5 | PRA GROUP, INC. PRA GROUP, INC. 401(K) PLAN | NORFOLK VA | 2,087 | $118.4M | $2.1M |
| 6 | SOCI INC. SOCI 401(K) PLAN | SAN DIEGO CA | 373 | $14.3M | $111K |
| 7 | UNIO HEALTH PARTNERS, LLC UNIO HEALTH PARTNERS, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | TORRANCE CA | 696 | $59.0M | $49K |
