Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TRP Div Growth Adv Mutual Fund in their Schedule of Assets, totaling $5.4M 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 | ROKU, INC. ROKU, INC. 401(K) PLAN | SAN JOSE CA | 2,427 | $363.0M | $4.2M |
| 2 | PRISON REHABILITATIVE INDUSTRIES & DIVERSIFIED EN PRISON REHABILITATIVE INDUSTRIES AND DIVERSIFIED ENTERPRISES 401(K) RETIREMENT PLAN | BRANDON FL | 185 | $14.8M | $917K |
| 3 | CONVERTIBLE CASTLE, INC. DBA BERNIE & PHYL'S FURNI |
NORTON MA |
| 371 |
| $17.9M |
| $182K |
| 4 | OTC MARKETS GROUP INC. OTC MARKETS GROUP INC. 401(K) PLAN | NEW YORK NY | 139 | $33.7M | $65K |
| 5 | HEALTH TECH SOLUTIONS LLC HEALTH TECH SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST | FRANKFORT KY | 226 | $18.5M | $59K |
