Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding TRP SPECTRUM CONSERV ALLOC in their Schedule of Assets, totaling $2.0M 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 | PEAK INDUSTRIAL INC. PEAK INDUSTRIAL INC. RETIREMENT SAVINGS PLAN | WEST VALLEY CITY UT | 205 | $17.3M | $1.5M |
| 2 | ALCAMI CAROLINAS CORPORATION ALCAMI CORPORATION 401(K) PLAN | WILMINGTON NC | 937 | $102.3M | $168K |
| 3 | MARKETVISION RESEARCH, INC. MARKETVISION 401(K) PLAN |
CINCINNATI OH |
| 187 |
| $39.9M |
| $99K |
| 4 | ENNEAD ARCHITECTS LLP ENNEAD ARCHITECTS LLP 401(K) PLAN | NEW YORK NY | 141 | $40.4M | $71K |
| 5 | SUMMIT FINANCIAL, LLC SUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN | PARSIPPANY NJ | 198 | $23.0M | $49K |
| 6 | HAUMILLER ENGINEERING HAUMILLER ENGINEERING 401K | SOUTH ELGIN IL | 219 | $21.2M | $19K |
| 7 | FIRST INTERNATIONAL TITLE INC. FIRST INTERNATIONAL TITLE INC. 401(K) PROFIT SHARING PLAN AND T | CORAL SPRINGS FL | 169 | $785K | $19K |
| 8 | WOODBINE MFG DBA TOMMY GATE CO WOODBINE MFG CO. RETIREMENT PLAN | SCOTTSDALE AZ | 185 | $17.8M | $12K |
| 9 | CLINE DESIGN ASSOCIATES PA CLINE DESIGN ASSOCIATES PA 401K PROFIT SHARING PLAN AND TRUST | RALEIGH NC | 104 | $10.8M | $8K |
