Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Managed Portfolio * Fidelity Blue Chip Growth Fund Mutual Fund in their Schedule of Assets, totaling $6.3M 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 | CT JUNIOR REPUBLIC ASSOCIATION INC. CONNECTICUT JUNIOR REPUBLIC ASSOCIATION, INC. DEFERRED COMPENSATION THRIFT PLAN | LITCHFIELD CT | 160 | $22.5M | $6.3M |
