Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding MAINSTAY WINSLOW LGCAP GRTH R1 Registered Investment Company in their Schedule of Assets, totaling $318.9M 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 | ENCOMPASS HEALTH CORPORATION ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 26,914 | $1.7B | $252.8M |
| 2 | THE WESTERN UNION COMPANY THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN | DENVER CO | 1,368 | $446.9M | $37.0M |
| 3 | MERZ, INCORPORATED MERZ NORTH AMERICA 401(K) PLAN |
RALEIGH NC |
| 1,167 |
| $237.0M |
| $15.8M |
| 4 | NATIONAL LIME & STONE COMPANY NATIONAL LIME & STONE COMPANY EMPLOYEES' 401(K) PLAN | FINDLAY OH | 393 | $52.8M | $9.7M |
| 5 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP RETIREMENT PLAN | BOSTON MA | 154 | $97.0M | $1.8M |
| 6 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN | BOSTON MA | 197 | $117.9M | $1.5M |
| 7 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN FOR ASSOCIATES | BOSTON MA | 64 | $23.8M | $370K |
