Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding TROWE QM US SMALLCAP GRTH EQ I Registered Investment Company in their Schedule of Assets, totaling $15.4M 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 | FIELDCORE SERVICE, INC. FIELDCORE SERVICE, INC. RETIREMENT SAVINGS PLAN AND TRUST | ATLANTA GA | 2,547 | $388.5M | $7.3M |
| 2 | TRELLEBORG CORPORATION TRELLEBORG CORPORATION SAVINGS PLAN | NORTHVILLE MI | 3,110 | $322.2M | $3.8M |
| 3 | CORNERSTONE RESEARCH, INC. CORNERSTONE RESEARCH 401(K) AND PROFIT SHARING PLAN |
BOSTON MA |
| 938 |
| $346.4M |
| $2.5M |
| 4 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP RETIREMENT PLAN | BOSTON MA | 154 | $97.0M | $534K |
| 5 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN | BOSTON MA | 197 | $117.9M | $468K |
| 6 | SEQUOIA FINANCIAL GROUP, LLC SEQUOIA FINANCIAL GROUP, LLC 401(K) PLAN | AKRON OH | 295 | $34.4M | $341K |
| 7 | KREBER GRAPHICS, INC. KREBER GRAPHICS, INC. 401(K) PLAN | COLUMBUS OH | 107 | $19.4M | $175K |
| 8 | YOKOHAMA TWS NORTH AMERICA, INC. YOKOHAMA TWS NORTH AMERICA, INC. SAVINGS PLAN | WAKEFIELD MA | 356 | $24.3M | $165K |
| 9 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN FOR ASSOCIATES | BOSTON MA | 64 | $23.8M | $133K |
| 10 | CLEMENTINA-CLEMCO HOLDINGS, INC. CLEMENTINA-CLEMCO GROUP 401(K) PLAN | WASHINGTON MO | 135 | $16.4M | $5K |
