Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TRP US EQ RESEARCH I in their Schedule of Assets, totaling $9.8M 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 | MARUBENI-ITOCHU STEEL AMERICA MISA CONSOLIDATED 401(K) PLAN | NEW YORK NY | 2,428 | $278.3M | $8.5M |
| 2 | CHAPIN INTERNATIONAL INC. CHAPIN INTERNATIONAL INC. 401(K) PLAN | BATAVIA NY | 285 | $20.9M | $982K |
| 3 | WILHOIT PROPERTIES, INC. WILHOIT PROPERTIES, INC. 401(K) PLAN |
SPRINGFIELD MO |
| 370 |
| $5.4M |
| $160K |
| 4 | CHAPIN INTERNATIONAL INC. CHAPIN INTERNATIONAL INC. UNION 401(K) PROFIT SHARING PLAN | BATAVIA NY | 81 | $4.4M | $110K |
| 5 | MARINOSCI LAW GROUP, PC MARINOSCI LAW GROUP P.C. 401(K) PROFIT SHARING PLAN AND TRUST | WARWICK RI | 96 | $6.2M | $82K |
