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 Registered investment company in their Schedule of Assets, totaling $5.5M 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 | ASSOCIATES OF CAPE COD, INC. ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN | EAST FALMOUTH MA | 210 | $31.9M | $3.5M |
| 2 | VERNIS & BOWLING OF MIAMI, P.A. VERNIS & BOWLING 401(K) PLAN | MIAMI FL | 305 | $22.0M | $1.9M |
| 3 | BACKSTAGE LIBRARY WORKS BACKSTAGE LIBRARY WORKS 401(K) PLAN |
PROVO UT |
| 148 |
| $7.7M |
| $24K |
