Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Large Cap Growth Fund II Fee Class R1 Collective trust fund - in their Schedule of Assets, totaling $7.8M 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 | DYNAMIC ACCESS, LLC DYNAMIC RETIREMENT PLAN | RICHARDSON TX | 548 | $10.5M | $2.8M |
| 2 | TEACHER CREATED MATERIALS, INC TEACHER CREATED MATERIALS, INC. 401(K) PROFIT SHARING PLAN | HUNTINGTON BEACH CA | 217 | $31.7M | $1.9M |
| 3 | TRESSLER LLP TRESSLER LLP 401(K) RETIREMENT PLAN |
CHICAGO IL |
| 129 |
| $38.1M |
| $1.4M |
| 4 | DENNIS BEVERAGE COMPANY DENNIS FOOD SERVICE 401(K) RETIREMENT PLAN | HAMPDEN ME | 154 | $8.0M | $1.2M |
| 5 | LWI, INC. LWI, INC. 401(K) PLAN | IRVINE CA | 269 | $5.3M | $308K |
| 6 | REX LUMBER, LLC REX LUMBER 401(K) AND P/S PLAN | GRACEVILLE FL | 627 | $16.7M | $111K |
| 7 | OTTAWA DENTAL LABORATORY, LLC OTTAWA DENTAL LABORATORY, LLC EMPLOYEES' PROFIT SHARING PLAN | OTTAWA IL | 363 | $9.7M | $16K |
