Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pioneer Fundamental Growth K Fund in their Schedule of Assets, totaling $5.3M 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 | BRUNEL ENERGY, INC. BRUNEL ENERGY, INC. 401(K) RETIREMENT PLAN | HOUSTON TX | 479 | $27.3M | $2.6M |
| 2 | REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,337 | $149.7M | $2.5M |
| 3 | HISPANIC FOODS, INC. |
PASCO WA |
| 212 |
| $2.5M |
| $242K |
