Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Pioneer Pioneer Fundamental Growth K - in their Schedule of Assets, totaling $16.6M 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 | BURLINGAME INDUSTRIES, INCORPORATED BURLINGAME INDUSTRIES 401(K) AND PROFIT SHARING RETIREMENT PLAN | RIALTO CA | 789 | $89.3M | $8.5M |
| 2 | OLD HARBOR NATIVE CORPORATION OLD HARBOR PROFIT SHARING 401(K) PLAN | ANCHORAGE AK | 2,204 | $61.4M | $2.8M |
| 3 | TOUCHTUNES MUSIC GROUP,LLC |
NEW YORK NY |
| 184 |
| $18.3M |
| $1.2M |
| 4 | INPERIUM, INC. INPERIUM & FAMILY OF SERVICES 401(K) PLAN | READING PA | 4,115 | $37.4M | $1.2M |
| 5 | AVERY COONLEY SCHOOL AVERY COONLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DOWNERS GROVE IL | 76 | $20.7M | $1.0M |
| 6 | SCOTT ROBINSON PONTIAC, INC. DBA SCOTT ROBINSON HONDA SCOTT ROBINSON HONDA, CHRYSLER, DODGE, JEEP, RAM 401(K) RETIREMENT SAVINGS PLAN | TORRANCE CA | 228 | $13.8M | $713K |
| 7 | HBA HEALTH SYSTEMS, LLC HBA HEALTH SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN | FORT LAUDERDALE FL | 946 | $47.9M | $555K |
| 8 | KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICES KKV RETIREMENT PLAN | HONOLULU HI | 283 | $19.1M | $267K |
| 9 | VAXCARE CORPORATION VAXCARE CORPORATION 401(K) PLAN | ORLANDO FL | 275 | $14.7M | $229K |
| 10 | BRECHBUHLER TRUCK SALES, LLC BRECHBUHLER TRUCK SALES, LLC 401K PSP & TRUST | CANTON OH | 121 | $4.6M | $91K |
