Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Small Cap Growth in their Schedule of Assets, totaling $6.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACCO BRANDS CORPORATION ACCO BRANDS CORPORATION PENSION PLAN | LAKE ZURICH IL | 289 | $151.3M | $4.5M |
| 2 | FORCE AMERICA, INC. FORCE AMERICA, INC. 401(K) PLAN | SAVAGE MN | 441 | $38.5M | $605K |
| 3 | AMERICAN HERITAGE BANK AMERICAN BANCORPORATION, INC. 401(K) PROFIT SHARING PLAN & TRUST |
SAPULPA OK |
| 260 |
| $22.4M |
| $491K |
| 4 | ESI-US HOLDINGS, INC. ESI-US HOLDINGS 401(K) PLAN | FARMINGTON HILLS MI | 57 | $33.5M | $213K |
| 5 | H.M. CRAGG COMPANY H.M. CRAGG COMPANY 401(K) PROFIT SHARING PLAN | EDINA MN | 157 | $12.4M | $117K |
| 6 | FURMAN UNIVERSITY FURMAN UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | GREENVILLE SC | 1,343 | $346.8M | $80K |
| 7 | KOCH HOLDINGS INC. KOCH AUTOMOTIVE GROUP 401(K) PLAN | EASTON PA | 771 | $13.8M | $58K |
| 8 | SHERMAN & REILLY, INC. SHERMAN & REILLY 401(K) PLAN | CHATTANOOGA TN | 123 | $2.4M | $14K |
| 9 | LUCAS MUSEUM OF NARRATIVE ART LUCAS MUSEUM OF NARRATIVE ART 403(B) PLAN | LOS ANGELES CA | 107 | $7.6M | $13K |
| 10 | LIFESOUTH COMMUNITY BLOOD CENTERS, INC. LIFESOUTH 403(B) PLAN | GAINESVILLE FL | 1,046 | $12.0M | $13K |
