Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Polen Growth Fund Instl Polen 0 in their Schedule of Assets, totaling $117K 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 | OREGON PRECISION INDUSTRIES, INC OREGON PRECISION INDUSTRIES, INC. 401(K) PLAN | EUGENE OR | 243 | $20.5M | $114K |
| 2 | MERITAGE HEALTHCARE, LLC MERITAGE HEALTHCARE, LLC 401K PROFIT SHARING PLAN | HUNTINGTON BEACH CA | 282 | $8.5M | $3K |
