Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pioneer Fundamental Growth K Mutual fund in their Schedule of Assets, totaling $36.5M 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 | ISRAEL DISCOUNT BANK OF NEW YORK ISRAEL DISCOUNT BANK OF NEW YORK SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 676 | $165.6M | $18.0M |
| 2 | WHITMAN, REQUARDT & ASSOCIATES, LLP WHITMAN, REQUARDT & ASSOCIATES, LLP 401(K) PLAN | BALTIMORE MD | 904 | $174.3M | $13.7M |
| 3 | ILSL HOLDING INC. USA |
PRINCETON NJ |
| 469 |
| $44.7M |
| $1.6M |
| 4 | HEXAWARE TECHNOLOGIES, INCORPORATED HEXAWARE TECHNOLOGIES, INCORPORATED RETIREMENT PLAN | ISELIN NJ | 1,880 | $34.7M | $1.5M |
| 5 | LOGRHYTHM, INC. LOGRHYTHM, INC. 401(K) PLAN | BROOMFIELD CO | 218 | $41.2M | $670K |
| 6 | CLINE CELLARS, INC. CLINE CELLARS 401(K) SAVINGS PLAN | SONOMA CA | 175 | $10.0M | $610K |
| 7 | FLAVOR PRODUCERS, LLC FLAVOR PRODUCERS, LLC 401K PLAN | VALENCIA CA | 174 | $10.3M | $435K |
