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 Mutual fund in their Schedule of Assets, totaling $14.4M 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 | SOUTHERN RESEARCH INSTITUTE SOUTHERN RESEARCH INSTITUTE 401(K) PLAN | BIRMINGHAM AL | 212 | $96.6M | $7.2M |
| 2 | RYAN, SWANSON & CLEVELAND, PLLC RYAN RETIREMENT PLAN AND TRUST | SEATTLE WA | 83 | $56.6M | $6.7M |
| 3 | HAVCO WOOD PRODUCTS LLC HAVCO WOOD PRODUCTS LLC 401(K) PROFIT SHARING PLAN |
CAPE GIRARDEAU MO |
| 503 |
| $29.0M |
| $485K |