Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TRP QM US SMCP GR I Mutual fund - in their Schedule of Assets, totaling $3.8M 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 | SONOS, INC. SONOS, INC. 401(K) PLAN | GOLETA CA | 1,152 | $207.9M | $2.5M |
| 2 | GLOBALLOGIC INC. GLOBALLOGIC INC. RETIREMENT TRUST | SANTA CLARA CA | 2,217 | $154.7M | $603K |
| 3 | REMCO, INC. REMCO, INC. EMPLOYEES 401(K) PLAN | MECHANICSBURG PA |
| 837 |
| $45.4M |
| $405K |
| 4 | EDISON ENERGY GROUP, INC. EDISON ENERGY GROUP 401(K) SAVINGS PLAN | IRVINE CA | 122 | $28.1M | $280K |
| 5 | DATRON WORLD COMMUNICATIONS, INC. DATRON WORLD COMMUNICATIONS, INC. 401(K) PLAN | VISTA CA | 55 | $14.1M | $48K |
