Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Primecap Odyssey Growth Fund in their Schedule of Assets, totaling $36.8M 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 | EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN | BLOOMINGTON MN | 487 | $294.4M | $16.0M |
| 2 | THE MOTLEY FOOL HOLDINGS, INC. THE MOTLEY FOOL HOLDINGS, INC. 401(K) PLAN | ALEXANDRIA VA | 405 | $174.0M | $7.2M |
| 3 | MONMOUTH CARDIOLOGY ASSOCIATES, LLC |
EATONTOWN NJ |
| 139 |
| $54.5M |
| $3.3M |
| 4 | BOARD OF TRUSTEES, CENTRAL CALIFORNIA IBEW-NECA CENTRAL CALIFORNIA IBEW-NECA PROFIT SHARING PLAN | SAN JOSE CA | 477 | $75.7M | $3.0M |
| 5 | TRUSTEES OF INT'L ASSN OF HEAT & FROST I & ASBESTOS WORKERS LOCAL 127 INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND | MILWAUKEE WI | 115 | $37.1M | $2.6M |
| 6 | NORTH IDAHO EYE INSTITUTE, PA NORTH IDAHO EYE INSTITUTE, PA 401(K) PROFIT SHARING PLAN | COEUR D ALENE ID | 134 | $13.1M | $1.7M |
| 7 | TARZANA TREATMENT CENTERS, INC. TARZANA TREATMENT CENTERS, INC. TAX DEFERRED SAVINGS PLAN | TARZANA CA | 1,095 | $24.2M | $1.4M |
| 8 | ISLAND PALM COMMUNITIES, LLC ISLAND PALM COMMUNITIES, LLC EMPLOYEES SAVINGS TRUST | SCHOFIELD BARRACKS HI | 407 | $24.9M | $1.1M |
| 9 | JACKSONVILLE UNIVERSITY JACKSONVILLE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | JACKSONVILLE FL | 400 | $77.4M | $219K |
| 10 | JAMES BAKER GROUP INC JAMES BAKER GROUP, INC. 401(K) PLAN | OKLAHOMA CITY OK | 115 | $74.2M | $194K |
