Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TROWE QM US SM CAP GRTH EQTY Registered Investment Company in their Schedule of Assets, totaling $30.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COVINGTON & BURLING LLP COVINGTON & BURLING RETIREMENT SAVINGS PLAN | WASHINGTON DC | 2,086 | $1.7B | $25.7M |
| 2 | NOSSAMAN LLP NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 183 | $120.0M | $1.5M |
| 3 | SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. |
SAN DIEGO CA |
| 147 |
| $116.3M |
| $1.2M |
| 4 | NOSSAMAN LLP NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN II | LOS ANGELES CA | 81 | $66.7M | $923K |
| 5 | MINGLEDORFF'S, INC. MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN | PEACHTREE CORNERS GA | 716 | $135.7M | $863K |
| 6 | HELLMAN & FRIEDMAN LLC HELLMAN & FRIEDMAN PROFIT SHARING & 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 152 | $101.8M | $667K |
