Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Pioneer Fundamental Growth Fund •• 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERRICK & COMPANY MERRICK & COMPANY 401(K) AND ESOP | GREENWOOD VILLAGE CO | 996 | $207.8M | $6.7M |
| 2 | WASHINGTON MILLS MANAGEMENT, INC. WASHINGTON MILLS MANAGEMENT, INC. 401(K) & PROFIT SHARING PLAN | NIAGARA FALLS NY | 216 | $72.6M | $6.0M |
| 3 | GIBBS TECHNOLOGY COMPANY |
MARYLAND HEIGHTS MO |
| 310 |
| $27.0M |
| $4.9M |
| 4 | VT SAN ANTONIO AEROSPACE, INC. VT SAN ANTONIO AEROSPACE INC. 401(K) PLAN | SAN ANTONIO TX | 553 | $26.9M | $3.1M |
| 5 | BARR BRANDS INTERNATIONAL, INC. BARR BRANDS INTERNATIONAL, INC. 401(K) PLAN | MEMPHIS TN | 385 | $24.2M | $1.7M |
| 6 | KIK INTERNATIONAL LLC KIK CUSTOM PRODUCTS 401(K) RETIREMENT SAVINGS PLAN | LAWRENCEVILLE GA | 1,520 | $92.8M | $1.6M |
| 7 | LTM INC. LTM INC. 401(K) RETIREMENT PLAN | HAVELOCK NC | 341 | $16.8M | $1.2M |
| 8 | ROXTEC, INC. ROXTEC, INC. 401(K) PLAN | TULSA OK | 144 | $14.3M | $798K |
| 9 | SIXT RENT A CAR, LLC SIXT RENT A CAR 401(K) PLAN | FORT LAUDERDALE FL | 1,602 | $16.4M | $736K |
| 10 | LA PETITE ACADEMY, INC. LEARNING CARE GROUP RETIREMENT SAVINGS PLAN | CAROL STREAM MI | 19,717 | $101.4M | $574K |
