Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding NYLI Winslow LC Growth R6 in their Schedule of Assets, totaling $93.5M 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 | BOARD OF TRUSTEES SHEETMETAL WORKERS LOCAL 91 ANNUITY PLAN SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN | ROCK ISLAND IL | 648 | $176.5M | $51.5M |
| 2 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA | BOSTON MA | 935 | $174.1M | $12.5M |
| 3 | AMALIE OIL COMPANY |
TAMPA FL |
| 538 |
| $77.0M |
| $10.0M |
| 4 | BANCO ITAU INTERNATIONAL BANCO ITAU INTERNATIONAL 401(K) | MIAMI FL | 274 | $61.1M | $5.1M |
| 5 | STAYWELL HEALTH CARE, INC, D/B/A STAYWELL HEALTH CENTER 401(K) PLAN | WATERBURY CT | 218 | $22.0M | $2.0M |
| 6 | THEORIS, INC. THEORIS GROUP, INC. 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 246 | $13.7M | $1.7M |
| 7 | MWGH LLC THE METALWORKING GROUP 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 100 | $15.1M | $1.5M |
| 8 | STCHEALTH, LLC STCHEALTH, LLC 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 139 | $15.5M | $1.0M |
| 9 | SORENSON LIGHTED CONTROLS INC. SORENSON LIGHTED CONTROLS INC. 401(K) PLAN | LAKELAND FL | 98 | $6.7M | $919K |
| 10 | DUGGAL VISUAL SOLUTIONS, INC. DUGGAL VISUAL SOLUTIONS, INC. 401(K) PLAN | BROOKLYN NY | 497 | $24.1M | $876K |
