Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Growth Fund * Fidelity Fidelity 500 Index Fund N/R in their Schedule of Assets, totaling $27.4M 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 | CASCADES USA INC. CASCADES 401(K) SAVINGS AND RETIREMENT PLAN | PISCATAWAY NJ | 1,783 | $174.8M | $23.7M |
| 2 | CASCADES USA INC. CASCADES UNION EMPLOYEES 401(K) PLAN | NIAGARA FALLS NY | 903 | $54.5M | $3.7M |