Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Edgewood Growth Fund Class Institutional in their Schedule of Assets, totaling $12.6M 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 | WACKER NEUSON AMERICA CORPORATION WACKER NEUSON AMERICA CORPORATION 401K RETIREMENT PLAN | MENOMONEE FALLS WI | 277 | $85.2M | $9.5M |
| 2 | WACKER NEUSON AMERICA CORPORATION WACKER NEUSON AMERICA CORPORATION BARGAINING UNIT 401(K) PLAN | MENOMONEE FALLS WI | 220 | $25.7M | $2.4M |
| 3 | VISIQUATE INC. |
SANTA ROSA CA |
| 74 |
| $12.1M |
| $662K |
