Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pioneer Fundamental Growth Y Fund " in their Schedule of Assets, totaling $13.9M 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 | FRANCHISE GROUP, INC. FRANCHISE GROUP, INC. 401(K) PLAN | DELAWARE OH | 13,300 | $149.3M | $7.5M |
| 2 | PET SUPPLIES PLUS, LLC PET SUPPLIES PLUS, LLC 401(K) PLAN | LIVONIA MI | 0 | $0 | $6.0M |
| 3 | GOLDEN STATE MEDICAL SUPPLY, INC. GOLDEN STATE MEDICAL SUPPLY, INC. 401(K) PLAN |
CAMARILLO CA |
| 243 |
| $11.1M |
| $325K |
