Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 81 U.S. retirement plans report holding Pioneer Fundamental Growth K in their Schedule of Assets, totaling $80.8M 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 | GN HEARING CARE CORPORATION GN RETIREMENT SAVINGS PLAN | BLOOMINGTON MN | 1,181 | $199.9M | $18.6M |
| 2 | M. E. FIELDS, INC. FIELDS PROFIT SHARING AND SAVINGS PLAN | NORTHFIELD IL | 2,087 | $95.1M | $6.9M |
| 3 | QUINTAIROS PRIETO WOOD & BOYER, QUINTAIROS PRIETO WOOD & BOYER P.A. 401(K) PLAN |
MIAMI FL |
| 959 |
| $76.2M |
| $6.0M |
| 4 | NORTON LILLY INTERNATIONAL US NORTON LILLY INTERNATIONAL RETIREMENT PLAN | MOBILE AL | 475 | $43.5M | $5.4M |
| 5 | UNITED STATES GOLF ASSOCIATION UNITED STATES GOLF ASSOCIATION DEFINED BENEFIT PENSION PLAN | FAR HILLS NJ | 54 | $57.2M | $4.7M |
| 6 | NORTON LILLY INTERNATIONAL, INC. NORTON LILLY INTERNATIONAL RETIREMENT PLAN | MOBILE AL | 473 | $37.0M | $4.5M |
| 7 | I.G. BURTON AND COMPANY, INC. I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN | MILFORD DE | 394 | $28.4M | $3.4M |
| 8 | NEW ERA LIFE INSURANCE COMPANY NEW ERA LIFE INSURANCE COMPANY 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 333 | $26.5M | $2.8M |
| 9 | SIMPLEVIEW SIMPLEVIEW 401(K) PLAN | TUCSON AZ | 326 | $22.5M | $1.6M |
| 10 | CREATIVE FINANCIAL STAFFING INC. CREATIVE FINANCIAL STAFFING 401(K) PLAN | BOSTON MA | 853 | $26.9M | $1.6M |
