Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pioneer Fundamental Growth Y Mutual Fund in their Schedule of Assets, totaling $9.2M 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 | SOUTHERN GLAZER'S WINE AND SPIRITS, LLC SOUTHERN GLAZER'S UNION 401(K) PLAN | MIRAMAR FL | 1,137 | $66.3M | $3.6M |
| 2 | PRINCETON PROPERTIES MANAGEMENT, INC. PRINCETON PROPERTIES MANAGEMENT, INC. RETIREMENT PLAN | LOWELL MA | 207 | $24.6M | $2.3M |
| 3 | NORTHWEST FIREFIGHTERS RELIEF ASSOCIATION |
LAKE OSWEGO OR |
| 756 |
| $21.0M |
| $994K |
| 4 | HUMPHREYS & PARTNERS ARCHITECTS, L.P. HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN | PLANO TX | 154 | $23.1M | $853K |
| 5 | U.M.C., INC. U.M.C., INC EMPLOYEE 401(K) PLAN | MONTICELLO MN | 201 | $26.6M | $652K |
| 6 | HUMPHREYS & PARTNERS ARCHITECTS, L.P. HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN | DALLAS TX | 221 | $23.0M | $635K |
| 7 | CROSSLINK LIFE SCIENCES, LLC CROSSLINK LIFE SCIENCES, LLC 401(K) PLAN | NORCROSS GA | 475 | $26.7M | $164K |
