Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding TRP Retirement 2015 in their Schedule of Assets, totaling $1.5M 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 | NORTHWESTERN COUNSELING AND SUPPORT SERVICES, INC. NORTHWESTERN COUNSELING AND SUPPORT SERVICES TAX DEFERRED ANNUITY | ST. ALBANS VT | 479 | $36.9M | $903K |
| 2 | SUMITOMO SHI DEMAG PLASTICS MACHINERY N AMERICA INC. SDPMNA SAVINGS AND RETIREMENT PLAN | SUWANEE GA | 110 | $23.8M | $198K |
| 3 | NATURAL ALTERNATIVES INTERNATIONAL, INC. |
CARLSBAD CA |
| 224 |
| $21.4M |
| $192K |
| 4 | RAINBOW GROCERY COOPERATIVE, INC. RAINBOW GROCERY COOPERATIVE, INC. RETIREMENT PLAN | SAN FRANCISCO CA | 186 | $31.4M | $114K |
| 5 | UMB FINANCIAL CORPORATION UMB MASTER TRUST | KANSAS CITY MO | — | $777.9M | $57K |
| 6 | CSI IT, LLC CONSULTING SOLUTIONS 401(K) PLAN | JACKSONVILLE FL | 877 | $24.1M | $41K |
| 7 | ASPIRE MRO, LLC ASPIRE MRO, LLC 401K PLAN | FT WORTH TX | 238 | $12.2M | $10K |
| 8 | CREATIVE LABS, INC. CREATIVE HOLDINGS 401(K) PLAN | MILPITAS CA | 6 | $26.1M | $3K |
