Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding NYLI Winslow Large Cap Growth Class I in their Schedule of Assets, totaling $12.7M 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 | DAUBERT INDUSTRIES, INC. DAUBERT INDUSTRIES, INC. PROFIT SHARING PLAN | BURR RIDGE IL | 249 | $63.4M | $6.2M |
| 2 | BALANCE TECHNOLOGY, INC. BALANCE TECHNOLOGY, INC. 401(K) PLAN | WHITMORE LAKE MI | 72 | $15.7M | $3.5M |
| 3 | WESTROCK BEVERAGE SOLUTIONS, LLC. FILL YOUR CUP 401(K) INVESTMENT PLAN |
LITTLE ROCK AR |
| 998 |
| $61.5M |
| $2.9M |