Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding NYLI Winslow Large Cap Growth Fund Class I in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WALLACE, ROBERTS & TODD, L.L.C. WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN | PHILADELPHIA PA | 110 | $19.6M | $2.0M |
| 2 | WASHINGTON AND LEE UNIVERSITY WASHINGTON AND LEE UNIVERSITY RETIREE HEALTH PLAN | LEXINGTON VA | 457 | $2.3M | $27K |
