Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pioneer Fundamental Growth Fund Class K in their Schedule of Assets, totaling $30.9M 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 | ZAYO GROUP HOLDINGS, INC. ZAYO GROUP HOLDINGS, INC. 401(K) PLAN | BOULDER CO | 2,724 | $357.3M | $19.3M |
| 2 | OMNISSA, LLC OMNISSA 401(K) PLAN | MOUNTAIN VIEW CA | 1,536 | $262.9M | $9.1M |
| 3 | HEALTHSTREAM, INC. HEALTHSTREAM, INC. 401(K) PLAN |
| 1,081 |
| $99.0M |
| $1.1M |
| 4 | PPC FLEXIBLE PACKAGING, LLC PPC FLEXIBLE PACKAGING, LLC 401(K) PROFIT SHARING PLAN | BUFFALO GROVE IL | 926 | $40.0M | $932K |
| 5 | FISHER & PAYKEL APPLIANCES USA HOLDINGS, INC. FISHER & PAYKEL APPLIANCES USA HOLDINGS INC. RETIREMENT SAVINGS PLAN | COSTA MESA CA | 219 | $19.6M | $418K |
