Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pioneer Pioneer Fundamental Growth K N/R in their Schedule of Assets, totaling $9.9M 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 | LEONA ARIZONA EMPLOYMENT GROUP, INC LAEG 401(K) PLAN | PHOENIX AZ | 730 | $27.1M | $4.6M |
| 2 | BRISTOL HOSPITAL & HEALTH CARE BRISTOL HOSPITAL & HEALTH CARE GROUP 403(B) PLAN | BRISTOL CT | 2,051 | $85.1M | $2.1M |
| 3 | GOODWILL INDUSTRIES OF SAN ANTONIO GOODWILL OF SAN ANTONIO RETIREMENT SAVINGS PLAN |
SAN ANTONIO TX |
| 1,873 |
| $28.1M |
| $2.0M |
| 4 | BRISTOL HOSPITAL EMS, INC. BRISTOL HOSPITAL AND HEALTH CARE GROUP 401(K) PLAN | BRISTOL CT | 147 | $16.0M | $1.0M |
| 5 | GOODWILL INDUSTRIES OF SAN ANTONIO CONTRACT SERVICES THE CONTRACTORS RETIREMENT PLAN | SAN ANTONIO TX | 490 | $2.7M | $191K |
