Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Touchstone Large Cap Focused Fund Class Y in their Schedule of Assets, totaling $12.9M 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 | ENSTAR NATURAL GAS COMPANY ENSTAR NATURAL GAS COMPANY RETIREMENT PLAN FOR OPERATING AND CLERICAL UNIT EMPLOYEES | ANCHORAGE AK | 55 | $47.6M | $4.1M |
| 2 | NATIONAL HERITAGE ACADEMIES, INC. NATIONAL HERITAGE ACADEMIES, INC. RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 6,715 | $307.3M | $3.2M |
| 3 | HENNIGES AUTOMOTIVE NORTH AMERICA, INC. |
AUBURN HILLS MI |
| 1,385 |
| $165.2M |
| $3.0M |
| 4 | BIOVENTUS LLC BIOVENTUS 401(K) PLAN | DURHAM NC | 901 | $148.0M | $2.3M |
| 5 | NEPTUNE TRADING GROUP NEPTUNE TRADING GROUP 401(K) PLAN | NEWPORT RI | 127 | $5.3M | $323K |
| 6 | ORTHOPAEDIC SURGERY & SPORTS MEDICINE SPECIALISTS, P.C. ORTHOPAEDIC AND SPINE CENTER 401(K) PROFIT SHARING PLAN | NEWPORT NEWS VA | 101 | $25.0M | $1K |