Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Trowepr Blue Chip Gr + Mutual Funds in their Schedule of Assets, totaling $90K 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 | SAN DIEGO COASTAL MEDICAL GROUP, INC. SCRIPPS COASTAL MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 286 | $136.5M | $68K |
| 2 | LACALLE GROUP, LLC LACALLE GROUP, LLC 401(K) PROFIT SHARING PLAN | AUSTIN TX | 150 | $20.9M | $17K |
| 3 | U.S. WATER SERVICES CORPORATION |
NEW PORT RICHEY FL |
| 777 |
| $22.2M |
| $5K |
