Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TRP SM CAP STOCK in their Schedule of Assets, totaling $31.7M 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 | UMB FINANCIAL CORPORATION UMB MASTER TRUST | KANSAS CITY MO | — | $777.9M | $30.1M |
| 2 | VI-JON, LLC VI-JON PERSONAL CHOICE 401(K) RETIREMENT PLAN FKA CUMBERLAND SWAN HOLDINGS, INC. RETIREMENT INCOME SAVINGS PLAN | ST. LOUIS MO | 1,241 | $72.0M | $1.6M |
