Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Touchstone Large Cap Focused Y in their Schedule of Assets, totaling $18.5M 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 | LITCHFIELD CAVO LLP LITCHFIELD CAVO LLP 401(K) PLAN | CHICAGO IL | 413 | $98.5M | $5.8M |
| 2 | MINNKOTA POWER COOPERATIVE, INC. MINNKOTA POWER COOPERATIVE, INC. EMPLOYEES 401(K) PLAN | GRAND FORKS ND | 433 | $75.0M | $5.2M |
| 3 | SEMCO ENERGY, INC. ENSTAR NATURAL GAS COMPANY RETIREMENT PLAN FOR OPERATING AND CLERICAL UNIT EMPLOYEES |
PORT HURON MI |
| 65 |
| $41.1M |
| $3.6M |
| 4 | MUNSON HEALTHCARE MUNSON 403(B) PLAN | TRAVERSE CITY MI | 8,230 | $485.7M | $3.2M |
| 5 | MUNSON HEALTHCARE MUNSON 401(K) PLAN | TRAVERSE CITY MI | 8,394 | $123.9M | $741K |
