Polen
Search the plans that hold Polen funds
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
47
24 with $250K or more
Dollars held
$1.18B
69,815 of 69,862 plans with fund lines hold none
Share of fund dollars
<0.1%
#105 of 154 managers
Top recordkeeper
Empower
4 of the holding plans
Plans adding and dropping its funds, 2024 to 2025
2 plans added a Polen fund; 12 dropped one.
Added value
$846M
year-end 2025
Dropped value
$62.4M
year-end 2024
Mutual fund to collective trust
None
Net plans
-10
of 51,808 plans with both years
Funds most added
No fund added by 2 or more plans.
Funds most dropped
| Fund | Plans | Value |
|---|---|---|
| Polen Growth Fund Institutional Class | 7 | $49.1M |
Lost most to: JPMorgan (3 plans). Won most from: SEI (1 plan).
See all the managers it lost plans to and won plans from with Pro. Pro names every plan, with dollars and dates.
Plans that added its funds (2 plans)
| Plan | Year-end value |
|---|---|
| Wells Fargo & Company 401(k) PlanOver $1B | $828M to $841M |
| Coffman Engineers, Inc. Salary Deferral Profit Sharing Plan and Trust$50M-$250M | $5.8M |
Plans that dropped its funds (12 plans)
| Plan | Year-end value |
|---|---|
| Guggenheim Services Retirement Savings Plan$250M-$1B | $37.2M |
| GC America Inc. 401(k) Plan$50M-$250M | $5.7M to $6.7M |
| 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 |
| Plumbers and Steamfitters Local No. 177 Pension Plan$5M-$50M | $4.1M to $4.2M |
See all 12 plans (12 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 funds
The largest 10 plans in each list.
| Wells Fargo & Company 401(k) Plan$64.4B plan · Wells Fargo & Company, MN · Empower | $841M |
| Baylor Scott & White Health Retirement Savings Plan$5.41B plan · Baylor Scott & White Health, TX · Empower | $175M |
| Polen Capital Management, L. L. C. 401(k) Plan$79.9M plan · Polen Capital Management, L.L.C., FL · Principal | $32.7M |
| Baylor Scott & White Health 403(b) Savings Plan$741M plan · Baylor Scott & White Health, TX · Empower | $27.7M |
| Modern Woodmen of America Employees' Retirement Plan$865M plan · Modern Woodmen of America, IL · Not identified | $18.4M |
| Laundry, DRY Cleaning Workers & Allied Industries Retirement Fund, Workers United$205M plan · Trustees of the Laundry,dry Cleaning Wo Rkers and Allied Industries Re, NY · Amalgamated Life Insurance | $16.2M |
| Baylor Affiliated Services Retirement Savings Plan$308M plan · Baylor Scott & White Health, TX · Empower | $14.1M |
| Glaziers Individual Account Retirement Plan$241M plan · Board of Trustees Glaziers Individual Account Retirement Plan, CA · John Hancock (Manulife) | $11.6M |
| Cambridge Associates, LLC 401(k) Savings Plan & Trust$436M plan · Cambridge Associates, LLC, MA · Vanguard | $11.4M |
| 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 |
Plans whose filed schedule lists Polen funds.
See all 47 plans with Pro. Free for 7 days, then $49 a month.
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Where the holding plans keep their records
| Recordkeeper | Plans | Held |
|---|---|---|
| Empower | 4 | $1.06B |
| Principal | 2 | $38.5M |
| Vanguard | 2 | $13.3M |
| Epic Retirement Plan Services | 2 | $7.6M |
| Amalgamated Life Insurance | 1 | $16.2M |
| John Hancock (Manulife) | 1 | $11.6M |
| Fidelity (FMR) | 1 | $6.2M |
| Hawaii Benefit Administrators | 1 | $5.4M |
| Morgan Stanley | 1 | $538K |
| Ascensus | 1 | $447K |
Plans with a material holding. Recordkeeper as read from the service-provider schedule.
How plans hold it
Collective trust: 94% of the dollars
Vehicle as filed. Shares under 0.5% left out.
| Name | Share | Detail |
|---|---|---|
| Collective trust | 94% | $1.11B |
| Mutual fund | 6.4% | $76.0M |
10 funds, plus 12 names not yet matched
| Fund | Plans | Dollars |
|---|---|---|
| Polen Focus Growth Collective Investment TrustFiled names | 8 | $1.08B |
| Polen Growth Fund3 classes | 25 | $58.4M |
| Polen 5Perspectives Small Growth Fund | 1 | $8.3M |
| Polen Global Growth Fund2 classes | 3 | $5.8M |
| Polen International Growth Fund3 classes | 4 | $2.5M |
| Polen Emerging Markets Growth Fund | 1 | $736K |
| Gotham Absolute Return Fund | 3 | $736K |
| Gotham Index Plus Fund2 classes | 2 | $261K |
| Polen Opportunistic High Yield Fund | 1 | $26K |
| Gotham Total Return Fund | 1 | $18K |