Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Trowepr Smcap Val Mutual fund in their Schedule of Assets, totaling $1.4M 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 | DEBARTOLO HOLDINGS, LLC DEBARTOLO HOLDINGS RETIREMENT PLAN | TAMPA FL | 133 | $31.7M | $442K |
| 2 | EYE CONSULTANTS OF ATLANTA, P.C. EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 191 | $45.1M | $343K |
| 3 | EL EDUCATION INC EL EDUCATION, INC. 403(B) PLAN |
NEW YORK NY |
| 172 |
| $14.6M |
| $268K |
| 4 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON MD | 252 | $25.4M | $255K |
| 5 | GARDANT MANAGEMENT SOLUTIONS, INC. GARDANT MANAGEMENT SOLUTIONS, INC. RETIREMENT SAVINGS PLAN | KANKAKEE IL | 138 | $7.6M | $62K |
| 6 | STAFFING 360 SOLUTIONS, INC. STAFFING 360 SOLUTIONS, INC. & SUBSIDIARIES 401(K) PLAN | SHELTON CT | 1,252 | $9.8M | $11K |