Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Mainstay Winslow Large Cap Growth Mutual Fund in their Schedule of Assets, totaling $19.8M 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 | WITHUMSMITH+BROWN PC WITHUMSMITH+BROWN 401(K) EMPLOYEE SAVINGS PLAN | PRINCETON NJ | 1,995 | $326.1M | $16.9M |
| 2 | THE CARROLL SCHOOL THE CARROLL SCHOOL RETIREMENT PLAN | LINCOLN MA | 225 | $34.9M | $2.6M |
| 3 | TRI-VALLEY, INC. TRI-VALLEY, INC. 403(B) PLAN |
DUDLEY MA |
| 245 |
| $4.6M |
| $327K |
| 4 | BANKING SERVICES CORPORATION BSC 401(K) PLAN | BELCAMP MD | 393 | $3.5M | $7K |