Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding TRO SPECTRUM MOD ALLOC in their Schedule of Assets, totaling $13.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PEAK INDUSTRIAL INC. PEAK INDUSTRIAL INC. RETIREMENT SAVINGS PLAN | WEST VALLEY CITY UT | 205 | $17.3M | $7.9M |
| 2 | ENNEAD ARCHITECTS LLP ENNEAD ARCHITECTS LLP 401(K) PLAN | NEW YORK NY | 141 | $40.4M | $3.0M |
| 3 | FINANCIAL RESOURCES GROUP INVEST FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT |
FORT MILL SC |
| 201 |
| $24.5M |
| $1.2M |
| 4 | ALCAMI CAROLINAS CORPORATION ALCAMI CORPORATION 401(K) PLAN | WILMINGTON NC | 937 | $102.3M | $501K |
| 5 | SUMMIT FINANCIAL, LLC SUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN | PARSIPPANY NJ | 198 | $23.0M | $472K |
| 6 | WOODBINE MFG DBA TOMMY GATE CO WOODBINE MFG CO. RETIREMENT PLAN | SCOTTSDALE AZ | 185 | $17.8M | $90K |
| 7 | ATP PROFESSIONALS INC. ATP 401(K) PS PLAN & TRUST | JACKSONVILLE BEACH FL | 402 | $6.3M | $86K |
| 8 | CLINE DESIGN ASSOCIATES PA CLINE DESIGN ASSOCIATES PA 401K PROFIT SHARING PLAN AND TRUST | RALEIGH NC | 104 | $10.8M | $26K |
