Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Small Cap Growth Z Fidelity 0 in their Schedule of Assets, totaling $4.5M 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 | ELKUS MANFREDI ARCHITECTS LTD. ELKUS MANFREDI ARCHITECTS LTD. 401(K) PLAN | BOSTON MA | 153 | $53.0M | $1.6M |
| 2 | HARBOR EMPLOYEES, LLC HARBOR 401(K) PLAN | MIAMI FL | 458 | $52.5M | $860K |
| 3 | MASSARO CONSTRUCTION GROUP, INC. MASSARO CONSTRUCTION GROUP 401(K) PROFIT SHARING PLAN |
PITTSBURGH PA |
| 82 |
| $19.9M |
| $724K |
| 4 | ICE SERVICES, INC. ICE SERVICES, INC. 401(K) PLAN | ANCHORAGE AK | 543 | $28.6M | $359K |
| 5 | NEXT PHASE SOLUTIONS AND SERVICES, INC. NEXT PHASE SOLUTIONS AND SERVICES 401(K) PLAN | COLUMBIA MD | 74 | $11.9M | $273K |
| 6 | BEAUTY INDUSTRY GROUP OPCO, LLC BEAUTY INDUSTRY GROUP 401(K) PLAN | SALT LAKE CITY UT | 227 | $8.6M | $231K |
| 7 | PROGENYHEALTH, LLC PROGENYHEALTH, LLC 401(K) PLAN | PLYMOUTH MEETING PA | 270 | $14.9M | $120K |
| 8 | LIBRARY ASSOCIATES LLC LIBRARY ASSOCIATES, LLC 401(K) PLAN | MIAMI FL | 152 | $7.2M | $110K |
| 9 | DHI CORP DHI CORP. 401(K) PLAN | MEQUON WI | 66 | $8.8M | $86K |
| 10 | RIVER CITY MORTGAGE, LLC RIVER CITY MORTGAGE, LLC 401(K) P/S PLAN | BLUE ASH OH | 61 | $2.0M | $71K |
