Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Polen Growth Fund in their Schedule of Assets, totaling $9.2M 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 | BOT ROOFERS LOCAL 221 PENSION TRUST FUND ROOFERS LOCAL 221 PENSION TRUST FUND | HONOLULU HI | 338 | $43.2M | $8.9M |
| 2 | EASTERN ALLOYS, INC. EASTERN ALLOYS, INC. PENSION PLAN AND TRUST AGREEMENT | MAYBROOK NY | 8 | $9.2M | $258K |
