Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Trowepr Blue Chip Gr Mutual fund in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EYE CONSULTANTS OF ATLANTA, P.C. EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 191 | $45.1M | $887K |
| 2 | UNITED DISTRIBUTORS, INC. UNITED DISTRIBUTORS, INC. EMPLOYEE SAVINGS PLAN | SMYRNA GA | 1,563 | $125.4M | $237K |
| 3 | UNWIN COMPANY |
HILLIARD OH |
| 165 |
| $30.0M |
| $14K |
| 4 | A. RAYMOND CORPORATE NA, INC. A. RAYMOND CORPORATE NA, INC. 401(K) PLAN | ROCHESTER HILLS MI | 725 | $82.8M | $8K |
| 5 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN | NEW ORLEANS LA | 934 | $71.0M | $7K |