Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TRP QM US SMCP GR I in their Schedule of Assets, totaling $31.1M 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 | ERCOT ELECTRIC RELIABILITY COUNCIL OF TEXAS 401(K) SAVINGS PLAN | TAYLOR TX | 959 | $464.9M | $11.4M |
| 2 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN HOAG SHELTERED SAVINGS PLAN | NEWPORT BEACH CA | 9,204 | $1.3B | $8.9M |
| 3 | STATE EMPLOYEES' CREDIT UNION STATE EMPLOYEES' CREDIT UNION RETIREMENT SAVINGS PLAN |
RALEIGH NC |
| 7,935 |
| $1.6B |
| $7.9M |
| 4 | ASCENDIUM EDUCATION GROUP, INC. ASCENDIUM EDUCATION GROUP, INC. 401(K) PLAN | MADISON WI | 276 | $101.7M | $2.5M |
| 5 | MGMA-ACMPE MEDICAL GROUP MANAGEMENT ASSOCIATION 401(K) PLAN | ENGLEWOOD CO | 128 | $30.9M | $239K |
| 6 | FIRST NATIONAL BANK OF WATERLOO FIRST NATIONAL BANK OF WATERLOO PROFIT SHARING AND SAVINGS PLAN | WATERLOO IL | 191 | $15.9M | $104K |
