Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding TRP U.S. EQUITIES TRUST in their Schedule of Assets, totaling $790.3M 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 | XPO LOGISTICS, INC. XPO LOGISTICS INC. MASTER TRUST | PORTLAND OR | — | $2.5B | $447.7M |
| 2 | SPARTANNASH COMPANY SPARTANNASH COMPANY SAVINGS PLUS MASTER TRUST | GRAND RAPIDS MI | — | $744.3M | $82.4M |
| 3 | GXO ENTERPRISE SERVICES, LLC GXO LOGISTICS DEFINED CONTRIBUTION PLAN MASTER TRUST |
GREENWICH CT |
| — |
| $422.4M |
| $73.7M |
| 4 | EVERON EVERON 401(K) PLAN | BOCA RATON FL | 5,306 | $398.0M | $64.6M |
| 5 | MARITZ HOLDINGS INC. MARITZ HOLDINGS INC. EMPLOYEES' INVESTMENT PLAN | FENTON MO | 2,587 | $465.5M | $56.8M |
| 6 | COVENANT MANAGEMENT SYSTEMS, LP CMS SAVINGS PLAN AND TRUST | AUSTIN TX | 2,584 | $414.2M | $31.9M |
| 7 | ITI, INC. ITI, INC. 401(K) PLAN | BEDMINSTER NJ | 845 | $95.7M | $16.0M |
| 8 | SAVILLS, INC SAVILLS INC., SECTION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 582 | $80.5M | $10.7M |
| 9 | ATLAS SP PARTNERS LP ATLAS SP PARTNERS LP 401(K) PLAN | NEW YORK NY | 304 | $29.6M | $2.8M |
| 10 | WGM GROUP, INC. WGM GROUP, INC. 401(K) PROFIT SHARING PLAN | MISSOULA MT | 102 | $19.1M | $1.7M |
