Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding POLEN GROWTH INSTL in their Schedule of Assets, totaling $385K 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 | VET PRIDE SERVICES, INC. VET PRIDE SERVICES, INC. 401(K) PLAN | RALEIGH NC | 254 | $4.3M | $345K |
| 2 | BUCK DESIGN, LLC BUCK DESIGN, LLC. 401(K) PENSION PLAN | LOS ANGELES CA | 378 | $20.9M | $40K |