Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Pioneer Fundamental Growth # in their Schedule of Assets, totaling $9.0M 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 | ATLANTA CHAPTER, INDEPENDENT ELECTRICAL CONTRACTORS, INC. IEC MEMBERS SAVINGS PLAN | ATLANTA GA | 1,234 | $37.7M | $3.9M |
| 2 | MAC VALVES, INC. MAC VALVES, INC. PROFIT SHARING AND 401(K) PLAN | WIXOM MI | 420 | $39.5M | $2.6M |
| 3 | ARNOLD & ITKIN, LLP ARNOLD & ITKIN 401K RETIREMENT PLAN |
HOUSTON TX |
| 170 |
| $19.6M |
| $1.5M |
| 4 | LIFELINC CORPORATION LIFELINC CORPORATION 401(K)PLAN | MEMPHIS TN | 217 | $18.1M | $811K |
| 5 | CLARITY CARE, INC. CLARITY CARE, INC RETIREMENT PLAN | OSHKOSH WI | 565 | $5.4M | $70K |
| 6 | ADVANCED INTEGRATION TECHNOLOGY LP ADVANCED INTEGRATION TECHNOLOGY 401(K) PLAN | PLANO TX | 340 | $56.6M | $54K |
