Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Primecap Odyssey Aggr Growth Registered Investment Company in their Schedule of Assets, totaling $39.1M 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 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $36.3M |
| 2 | WILLIAMS, KASTNER & GIBBS PLLC WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN | SEATTLE WA | 83 | $51.5M | $2.8M |
