Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding NYLI WINSLOW LC GROWTH R3 in their Schedule of Assets, totaling $2.5M 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 | CA CAPITAL OPERATIONS LLC CA CAPITAL OPERATIONS LLC 401K PLAN | IRVINE CA | 110 | $9.2M | $1.4M |
| 2 | MERIDIAN CAPITAL GROUP, LLC MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 263 | $19.9M | $540K |
| 3 | SQUARE GROVE LLC SQUARE GROVE LLC 401(K) PLAN |
AUSTIN TX |
| 137 |
| $4.6M |
| $279K |
| 4 | VENTURE METALS LLC VENTURE METALS INTERNATIONAL 401K PLAN | DALLAS TX | 226 | $5.6M | $122K |
| 5 | BRIDOR USA INC. BRIDOR USA INC. 401(K) PLAN | VINELAND NJ | 471 | $5.9M | $117K |
