Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding LARGE CAP GRTH II R1 in their Schedule of Assets, totaling $29.5M 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 | MASCARO SERVICES, INC. MASCARO SERVICES, INC. 401(K)/PROFIT SHARING PLAN | PITTSBURGH PA | 144 | $50.7M | $7.4M |
| 2 | BUREAU VERITAS CONSUMER PRODUCTS SERVICES, INC. BUREAU VERITAS USA 401(K) PROFIT SHARING PLAN | BUFFALO NY | 457 | $85.2M | $6.2M |
| 3 | CREDIT UNION OF SOUTHERN CALIFORNIA |
ANAHEIM CA |
| 429 |
| $55.2M |
| $4.6M |
| 4 | IMS COMPANIES, LLC IMS COMPANIES, LLC RETIREMENT SAVINGS PLAN | DES PLAINES IL | 526 | $26.3M | $3.1M |
| 5 | BASIS GLOBAL TECHNOLOGIES, INC. BASIS GLOBAL TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 708 | $98.4M | $2.6M |
| 6 | MCKINLEY PAPER WI COMPANY MCKINLEY PAPER WISCONSIN MILL 401(K) PLAN | COMBINED LOCKS WI | 321 | $28.7M | $2.5M |
| 7 | FISHTECH GROUP, LLC FISHTECH GROUP 401(K) PLAN | KANSAS CITY MO | 387 | $18.5M | $970K |
| 8 | IFCO SYSTEMS US, LLC IFCO SYSTEMS US 401(K) PLAN | TAMPA FL | 569 | $18.6M | $896K |
| 9 | CUE HEALTH INC. CUE 401(K) PLAN | VOORHEES NJ | 6 | $24.0M | $687K |
| 10 | SONDER USA INC. SONDER 401(K) SAVINGS PLAN | WILMINGTON DE | 4 | $15.9M | $352K |
