Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pioneer Fundamental Growth Mutual Fund in their Schedule of Assets, totaling $4.0M 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 | THE WILLS GROUP, INC. H.S. SWANN, JAMES W. WILLS, JR. EMPLOYEES' VALUE SHARING OPPORTUNITY PLAN | LA PLATA MD | 758 | $45.8M | $1.2M |
| 2 | ADVANCED DERMATOLOGY ASSOCIATES, LTD. ADVANCED DERMATOLOGY ASSOCIATES, LTD. 401(K) PLAN | ALLENTOWN PA | 102 | $29.8M | $1.2M |
| 3 | FIRST COMMUNICATIONS, LLC |
AKRON OH |
| 103 |
| $9.0M |
| $1.0M |
| 4 | ONPOINT MEDICAL GROUP, LLC ONPOINT MEDICAL GROUP, LLC 401(K) PLAN | HIGHLANDS RANCH CO | 330 | $12.7M | $191K |
| 5 | E.T. WHITEHALL SANTA MONICA PARTNERS, L.P. ETC HOTELS 401(K) PLAN | BEVERLY HILLS CA | 564 | $31.6M | $171K |
| 6 | EDWARDS BUSINESS MACHINES, INC. EDWARDS BUSINESS SYSTEMS 401K RETIREMENT PLAN | WYOMISSING PA | 134 | $13.6M | $110K |
| 7 | VERSANT SUPPLY CHAIN, INC. VERSANT SUPPLY CHAIN 401(K) PLAN | CORDOVA TN | 36 | $1.3M | $24K |
