Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PRIMECAP Odyssey Growth Fund Mutual Funds in their Schedule of Assets, totaling $2.5M 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 | MAXON INDUSTRIES, INC. MAXON INDUSTRIES 401(K) PLAN | SANTE FE SPRINGS CA | 136 | $34.8M | $1.0M |
| 2 | LTC GLOBAL, INC. LTC GLOBAL, INC. 401(K) PLAN | FORT MYERS FL | 264 | $30.0M | $628K |
| 3 | P. L. MARKETING INC. P. L. MARKETING INC. 401(K) SAVINGS PLAN |
NEWPORT KY |
| 2,239 |
| $49.7M |
| $616K |
| 4 | HUMMEL GROUP, INC. HUMMEL GROUP, INC. SAFE HARBOR 401(K) PLAN | BERLIN OH | 186 | $29.7M | $214K |
