Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TRP Equity Index 500 Fund Mutual fund in their Schedule of Assets, totaling $10.5M 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 | BOZZUTO & ASSOCIATES, INC. BOZZUTO & ASSOCIATES, INC. 401(K) PLAN | GREENBELT MD | 3,505 | $190.0M | $9.6M |
| 2 | TRAX RETAIL, INC. TRAX 401(K) PLAN | BOSTON MA | 145 | $10.2M | $874K |
