Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding NYLI Winslow Large Cap Growth Mutual fund in their Schedule of Assets, totaling $36.1M 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 | WARD AND SMITH, P.A. WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN | NEW BERN NC | 248 | $119.5M | $21.7M |
| 2 | SOUTHERN RESEARCH INSTITUTE SOUTHERN RESEARCH INSTITUTE 401(K) PLAN | BIRMINGHAM AL | 212 | $96.6M | $7.2M |
| 3 | RYAN, SWANSON & CLEVELAND, PLLC RYAN RETIREMENT PLAN AND TRUST |
SEATTLE WA |
| 83 |
| $56.6M |
| $6.7M |
| 4 | HAVCO WOOD PRODUCTS LLC HAVCO WOOD PRODUCTS LLC 401(K) PROFIT SHARING PLAN | CAPE GIRARDEAU MO | 503 | $29.0M | $485K |
