Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Pioneer Investments Fundamental Growth Y in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CATIC FINCNCIAL, INC. CATIC FINANCIAL, INC. 401(K) PLAN | ROCKY HILL CT | 251 | $52.1M | $4.3M |
