Polen Capital Credit

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

Total plan assets

$12.5B

Filings (rows)

Direct comp

$1.5M

Indirect comp

Showing only "POLEN CAPITAL CREDIT"

View all 6 variants aggregated →

POLEN CAPITAL MANAGEMENT102 POLEN CAPITAL58 POLEN CAPITAL LARGE CAP3 POLEN CAPITAL MGMT2 POLEN CAPITAL ILLIQUID1 POLEN CAPITAL CREDIT1

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Caterpillar Inc. Caterpillar Inc. Master Retirement Trust · all filings	IRVING, TX	Other service providers	—	$12.5B	$1.5M	$0