Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Primecap Odyssey Aggressive Growth Fund Mutual fund in their Schedule of Assets, totaling $86.9M 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 | SLALOM, INC. SLALOM 401(K) PLAN | SEATTLE WA | 8,341 | $1.6B | $47.0M |
| 2 | COPELAND, LP COPELAND EMPLOYEE SAVINGS INVESTMENT PLAN | ST. LOUIS MO | 4,162 | $570.2M | $22.8M |
| 3 | SANTA YNEZ BAND OF CHUMASH INDIANS SANTA YNEZ BAND OF CHUMASH INDIANS 401(K) PLAN |
SANTA YNEZ CA |
| 2,416 |
| $144.4M |
| $4.4M |
| 4 | ZOELLER COMPANY ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST | LOUISVILLE KY | 715 | $117.9M | $2.1M |
| 5 | SOFI TECHNOLOGIES SOCIAL FINANCE, INC. 401(K) PLAN | SAN FRANCISCO CA | 3,688 | $192.9M | $1.9M |
| 6 | ALTI GLOBAL HOLDINGS, LLC ALTI GLOBAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 236 | $52.0M | $1.4M |
| 7 | NEUROPACE, INC. NEUROPACE, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 185 | $39.7M | $1.4M |
| 8 | TRUE WORLD HOLDINGS LLC TRUE WORLD HOLDINGS 401(K) PLAN | ROCKLEIGH NJ | 1,019 | $55.9M | $1.3M |
| 9 | LOS ANGELES FEDERAL CREDIT UNION LOS ANGELES FEDERAL CREDIT UNION PROFIT/SHARING 401(K) PLAN | GLENDALE CA | 182 | $41.3M | $1.3M |
| 10 | TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN | NEW YORK NY | 157 | $28.2M | $1.2M |
