Polen Growth Fund Institutional Class
Ticker POLIX · Mutual fund · Share class: Class InstlLow cost
Matched by tickerAll Polen fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
18
9 with $250K or more
Dollars held
$52.3M
69,844 of 69,862 plans with fund lines hold none
Median per plan
$407K
Share of their fund dollars
2.2%
Same fund, other share classes
1 plan hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class Instl (this page)POLIX | Low cost | 18 | $52.3M |
| Class InvestorPOLRX | Mid cost | 1 | $44K |
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
9 plans
$73.7M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that dropped it after 2024 (9 plans)
| Plan | Year-end value |
|---|---|
| Guggenheim Services Retirement Savings Plan$250M-$1B | $37.2M |
| Kirkland & Ellis LLP 2011 Retirement Plan$250M-$1B · pension | $21.9M |
| Oregon State Credit Union 401(k) Plan$50M-$250M | $4.4M to $4.4M |
| Miller Industries, INC.401(k) Plan$50M-$250M ReplacedHigh | $3.6M to $4.3M |
| Taylor Publishing Company Pension Plan for Hourly Paid Employees$5M-$50M · pension | $2.7M to $3.1M |
See all 9 plans (9 changes) with Pro. Pro names every plan, with dollars and dates.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Polen Growth Fund Institutional Class
The largest 10 plans in each list.
| Baylor Scott & White Health 403(b) Savings Plan$741M plan · Baylor Scott & White Health, TX · Empower | $27.7M |
| Glaziers Individual Account Retirement Plan$241M plan · Board of Trustees Glaziers Individual Account Retirement Plan, CA · John Hancock (Manulife) | $11.6M |
| Academy of Motion Picture Arts and Sciences 401(k) Plan$48.0M plan · Academy of Motion Picture Arts and Sciences, CA · Fidelity (FMR) | $6.2M |
| The Glenmede Corporation Savings and Investment Plan$260M plan · The Glenmede Corporation, PA · Vanguard | $1.9M |
| Efsc Incentive Savings Plan$222M plan · Enterprise Financial Services Corp, MO · Epic Retirement Plan Services | $1.5M |
| PCH Treatment, Inc. Defined Benefit Pension Plan$7.7M plan · PCH Treatment, Inc., CA · Not identified | $874K |
| Bay Area Painters & Tapers Annuity Plan$589M plan · Bay Area Painters & Tapers Annuity Plan, CA · John Hancock (Manulife) | $567K |
| Rexco, Inc. 401(k) Profit Sharing Plan$4.3M plan · Rexco, Inc., TX · Ascensus | $447K |
| I.A.T.S.E. Local 3 Annuity Fund$8.8M plan · I.A.T.S.E. Local 3 Annuity Fund, PA · CW Breitsman Associates | $407K |
| Vet Pride Services, Inc. 401(k) Plan$4.5M plan · Vet Pride Services, Inc., NC · ADP | $346K |
Plans whose filed schedule lists Polen Growth Fund Institutional Class.
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How the filings spell it
Show 7 names seen in the filings
- Polen Growth
- Polen Growth FD Inst CL
- Polen Growth Fund - Institutional
- Polen Growth Fund Inst
- Polen Growth Fund Instl
- Polen Growth Institutional
- Polen Growth Mutual