Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 114 U.S. retirement plans report holding TRP HEDGED EQUITY TRUST in their Schedule of Assets, totaling $242.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ENTERGY CORPORATION ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST | NEW ORLEANS LA | — | $4.4B | $24.8M |
| 2 | XPO LOGISTICS, INC. XPO LOGISTICS INC. MASTER TRUST | PORTLAND OR | — | $2.5B | $17.5M |
| 3 | HYATT CORPORATION HYATT CORPORATION RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 36,196 |
| $2.5B |
| $16.5M |
| 4 | BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO | NEW YORK NY | 5,885 | $1.8B | $11.8M |
| 5 | BROWN BROTHERS HARRIMAN & CO. 59 WALL STREET CAPITAL ACCUMULATION PLAN | NEW YORK NY | 3,303 | $1.5B | $10.1M |
| 6 | GARMIN INTERNATIONAL, INC. GARMIN INTERNATIONAL, INC. RETIREMENT PLAN | OLATHE KS | 7,390 | $2.2B | $9.2M |
| 7 | CARMAX, INC. CARMAX, INC. RETIREMENT SAVINGS PLAN | RICHMOND VA | 29,008 | $1.8B | $8.8M |
| 8 | CRAWFORD & COMPANY CRAWFORD & COMPANY SAVINGS & INVESTMENT PLAN | PEACHTREE CORNERS GA | 3,912 | $592.5M | $7.8M |
| 9 | NXP USA, INC. NXP 401(K) RETIREMENT PLAN | AUSTIN TX | 4,779 | $3.8B | $6.5M |
| 10 | CONSOLIDATED COMMUNICATIONS, INC. CONSOLIDATED COMMUNICATIONS, INC. 401(K) PLAN | CONROE TX | 2,715 | $1.2B | $6.3M |
