Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TRP RETIRE BAL I Registered Investment Company in their Schedule of Assets, totaling $1.3M 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 | EVERGREEN MONEYSOURCE MORTGAGE COMPANY DBA EVERGREEN HOME LOANS SECURITY PLUS RETIREMENT SAVINGS PLAN | BELLEVUE WA | 427 | $60.9M | $753K |
| 2 | VARNUM LLP VARNUM LLP MASTER TRUST | GRAND RAPIDS MI | — | $206.4M | $316K |
| 3 | MANSON CONSTRUCTION CO. MANSON CONSTRUCTION CO. NON-UNION CRAFT 401(K) PLAN |
SEATTLE WA |
| 84 |
| $6.0M |
| $141K |
| 4 | MANSON CONSTRUCTION CO. MANSON CONSTRUCTION CO. NON-CRAFT RETIREMENT PLAN | SEATTLE WA | 300 | $118.5M | $88K |
