Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding MAINSTAY WINSLOW LGCAP GRTH R6 Registered Investment Company in their Schedule of Assets, totaling $141.7M 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 | VERADIGM LLC VERADIGM LLC. RETIREMENT SAVINGS PLAN | RALEIGH NC | 1,790 | $605.0M | $65.5M |
| 2 | SPECTRUM HEALTHCARE PARTNERS, P.A. SPECTRUM HEALTHCARE PARTNERS, P.A. 401(K) PROFIT SHARING PLAN | SOUTH PORTLAND ME | 489 | $359.7M | $20.3M |
| 3 | THE ALPHA CORPORATION OF TENNESSEE |
COLLIERVILLE TN |
| 420 |
| $115.1M |
| $10.4M |
| 4 | ROTHSCHILD & CO NORTH AMERICA INC. ROTHSCHILD & CO NORTH AMERICA INC. 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 420 | $155.8M | $9.8M |
| 5 | WYRICK ROBBINS YATES & PONTON LLP WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN | RALEIGH NC | 174 | $101.7M | $9.1M |
| 6 | DENTONS COHEN & GRIGSBY, P.C. DENTONS COHEN & GRIGSBY P.C. PENSION PLAN | PITTSBURGH PA | 138 | $150.7M | $7.0M |
| 7 | MASLON, LLP MASLON RETIREMENT AND SAVINGS PLAN | MINNEAPOLIS MN | 90 | $72.3M | $6.1M |
| 8 | PIERCE ATWOOD LLP PIERCE ATWOOD LLP 401(K) PLAN | PORTLAND ME | 260 | $138.1M | $5.8M |
| 9 | DENTONS COHEN & GRIGSBY P.C. DENTONS COHEN & GRIGSBY P.C. 401(K) PLAN | PITTSBURGH PA | 194 | $39.9M | $3.5M |
| 10 | THE GREENSPUN CORPORATION THE GREENSPUN CORPORATION 401(K) PLAN | HENDERSON NV | 167 | $24.9M | $2.6M |
