Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Primecap Odyssey Aggressive Growth Fund in their Schedule of Assets, totaling $71.5M 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 | BOARD OF TRUSTEES, U.A. LOCAL 467 PENSION TRUST U.A. LOCAL 467 DEFINED BENEFIT PLAN | SAN JOSE CA | 889 | $859.2M | $59.1M |
| 2 | THE MOTLEY FOOL HOLDINGS, INC. THE MOTLEY FOOL HOLDINGS, INC. 401(K) PLAN | ALEXANDRIA VA | 405 | $174.0M | $5.7M |
| 3 | THE HAWTHORN GROUP, INC. |
TULSA OK |
| 1,559 |
| $63.7M |
| $2.9M |
| 4 | AVEVA INC. AVEVA INC. 401(K) PLAN | HOUSTON TX | 1,691 | $485.9M | $2.5M |
| 5 | VENATOR MATERIALS LLC. VENATOR MATERIALS LLC 401(K) PLAN | THE WOODLANDS TX | 90 | $19.9M | $850K |
| 6 | STAR LUMBER & SUPPLY COMPANY, INC. STAR LUMBER & SUPPLY COMPANY, INC. 401(K) PLAN | WICHITA KS | 440 | $45.0M | $176K |
| 7 | MID-OHIO FOODBANK MID-OHIO FOODBANK SUPPLEMENTAL RETIREMENT PLAN | GROVE CITY OH | 165 | $13.4M | $85K |
| 8 | INDUSTRIAL PIPING SPECIALISTS, INC. IPS 401(K) PLAN | TULSA OK | 326 | $35.7M | $64K |
| 9 | REACH WIRELINE, LLC EDGE OFS 401(K) PLAN | FORT WORTH TX | 739 | $2.6M | $56K |
| 10 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $37K |
