Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Pioneer Fundamental Growth Y in their Schedule of Assets, totaling $28.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOFT COMPUTER CONSULTANTS, INC. NEW HORIZONS 401(K) PLAN | CLEARWATER FL | 526 | $99.3M | $12.9M |
| 2 | LIBERTY DENTAL PLAN CORPORATION LIBERTY DENTAL PLAN CORPORATION 401(K) PLAN | TUSTIN CA | 1,049 | $47.9M | $4.6M |
| 3 | TRIBAL CASINO GAMING ENTERPRISE TRIBAL CASINO GAMING ENTERPRISE 401(K) SAVINGS PLAN |
CHEROKEE NC |
| 3,428 |
| $159.1M |
| $4.0M |
| 4 | VITESSE SYSTEMS PARENT, LLC VITESSE SYSTEMS 401(K) PLAN | NEWARK CA | 377 | $25.0M | $1.8M |
| 5 | TRANSEL ELEVATOR & ELECTRIC, INC TRANSEL ELEVATOR AND ELECTRIC, INC. 401(K)/PROFIT SHARING PLAN | LONG ISLAND CITY NY | 85 | $13.0M | $1.6M |
| 6 | NATIONAL DEBT RELIEF NATIONAL DEBT RELIEF 401K PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 1,996 | $61.9M | $1.2M |
| 7 | NOVACOAST, INC. NOVACOAST, INC. 401(K) PLAN | OREM UT | 289 | $24.9M | $805K |
| 8 | DYNAMIC INDUSTRIAL GROUP, LLC DYNAMIC INDUSTRIAL GROUP 401(K) PLAN | ELKHART IN | 341 | $5.2M | $565K |
| 9 | ISOLA USA CORP. ISOLA USA CORP. 401(K) SAVINGS PLAN | CHANDLER AZ | 300 | $27.1M | $435K |
| 10 | LIBERTY LENDING, LLC LIBERTY LENDING, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 128 | $7.9M | $181K |
