Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Edgewood Edgewood Growth Fund Class Institutional 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MASSIMO ZANETTI BEVERAGE USA, INC. MASSIMO ZANETTI BEVERAGE USA, INC. 401(K) PLAN | SUFFOLK VA | 566 | $48.2M | $4.2M |
| 2 | ASSOCIATION FOR INDIVIDUAL DEVELOPMENT ASSOCIATION FOR INDIVIDUAL DEVELOPMENT RETIREMENT PLAN | AURORA IL | 645 | $18.2M | $87K |