Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Polen Growth Institutional Registered investment companies in their Schedule of Assets, totaling $441K 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 | JERRY'S BUILDING MATERIALS, INC. JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN | EUGENE OR | 277 | $18.8M | $441K |
