Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PrimeCap Odyssey Aggressive Growth Fund PrimeCap 0 in their Schedule of Assets, totaling $1.4M 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 | ARDENT FEDERAL CREDIT UNION ARDENT FEDERAL CREDIT UNION 401(K) PLAN | PHILADELPHIA PA | 107 | $14.4M | $810K |
| 2 | BROCHSTEINS INC. BROCHSTEINS INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 15 | $8.2M | $481K |
| 3 | THE FRANKLIN INSTITUTE THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLN |
PHILADELPHIA PA |
| 156 |
| $20.7M |
| $139K |
