Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TRP SM CAP VALUE I Mutual Fund in their Schedule of Assets, totaling $5.9M 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 | AIRBUS AMERICAS, INC. AIRBUS AMERICAS, INC. 401(K) SAVINGS PLAN | HERNDON VA | 1,647 | $443.5M | $5.1M |
| 2 | AIRBUS AMERICAS, INC. AIRBUS AMERICAS, INC. MANUFACTURING 401(K) PLAN | HERNDON VA | 2,078 | $99.4M | $523K |
| 3 | NORTH CAROLINA JOINT UNDERWRITING ASSOCIATION |
CARY NC |
| 193 |
| $19.7M |
| $321K |