Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Polen Growth Fund; Institutional Class Mutual Fund in their Schedule of Assets, totaling $8.3M 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 | ACADEMY OF MOTION PICTURE ARTS AND SCIENCES ACADEMY OF MOTION PICTURE ARTS AND SCIENCES 401(K) PLAN | BEVERLY HILLS CA | 721 | $39.8M | $6.1M |
| 2 | THE GLENMEDE CORPORATION THE GLENMEDE CORPORATION SAVINGS AND INVESTMENT PLAN | PHILADELPHIA PA | 431 | $230.3M | $2.2M |
| 3 | GREAT ELM HEALTHCARE, LLC |
MESA AZ |
| 332 |
| $5.8M |
| $32K |
| 4 | ERUS HOLDINGS, LLC MY 401K PLAN, LLC RETIREMENT PLAN | PHOENIX AZ | 210 | $957K | $4K |
