Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TRP RETIRE 2020 ADV in their Schedule of Assets, totaling $3.9M 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 | ALTERNATIVES, INC. ALTERNATIVES, INC. 401(K) PLAN | RARITAN NJ | 266 | $12.2M | $1.8M |
| 2 | DKD PROPERTY MANAGEMENT COMPANY DKD PROPERTY MANAGEMENT COMPANY 401(K) & PROFIT SHARING PLAN | SAN JOSE CA | 98 | $14.6M | $836K |
| 3 | FRANCOTYP-POSTALIA INC FRANCOTYP-POSTALIA INC 401(K) PLAN |
ADDISON IL |
| 119 |
| $10.4M |
| $818K |
| 4 | JSC SYSTEMS, INC. JSC SYSTEMS, INC. 401(K) PROFIT SHARING PLAN & TRUST | JACKSONVILLE FL | 168 | $4.4M | $231K |
| 5 | HUDSON SCENIC STUDIO, INC. HUDSON SCENIC STUDIO, INC. TPU LOCAL #1 SAVINGS PLAN | YONKERS NY | 148 | $22.5M | $225K |
