Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Large Cap Growth Fund II R1 in their Schedule of Assets, totaling $26.9M 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 | MENARD, INC. MENARD, INC. 401(K) PLAN | EAU CLAIRE WI | 53,467 | $283.1M | $20.3M |
| 2 | NORTHERN BANK & TRUST COMPANY NORTHERN BANK AND TRUST COMPANY 401(K) PLAN | WOBURN MA | 248 | $27.9M | $3.3M |
| 3 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN |
YPSILANTI MI |
| 200 |
| $13.9M |
| $1.3M |
| 4 | KURZ TRANSFER PRODUCTS, LP KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT | HUNTERSVILLE NC | 352 | $30.0M | $1.1M |
| 5 | SCOTT-MACON, LLC SCOTT-MACON, LLC 401(K) PLAN | HOUSTON TX | 139 | $18.0M | $506K |
| 6 | FRANK KENT CADILLAC, LLC FRANK KENT CADILLAC, LLC EMPLOYEES' 401(K) SAVINGS PLAN | FORT WORTH TX | 671 | $12.1M | $436K |
