Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 94 U.S. retirement plans report holding TRP US VALUE EQUITY TRUST in their Schedule of Assets, totaling $1.9B 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 | ENTERGY CORPORATION ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST | NEW ORLEANS LA | — | $4.4B | $201.5M |
| 2 | HYATT CORPORATION HYATT CORPORATION RETIREMENT SAVINGS PLAN | CHICAGO IL | 36,196 | $2.5B | $154.8M |
| 3 | CARMAX, INC. CARMAX, INC. RETIREMENT SAVINGS PLAN |
RICHMOND VA |
| 29,008 |
| $1.8B |
| $149.9M |
| 4 | GARMIN INTERNATIONAL, INC. GARMIN INTERNATIONAL, INC. RETIREMENT PLAN | OLATHE KS | 7,390 | $2.2B | $100.8M |
| 5 | BROWN BROTHERS HARRIMAN & CO. 59 WALL STREET CAPITAL ACCUMULATION PLAN | NEW YORK NY | 3,303 | $1.5B | $81.9M |
| 6 | BENEFITS CMTE OF THE NTL HOCKEY LEAGUE PLYRS 401(K) SAV NATIONAL HOCKEY LEAGUE PLAYERS' US 401(K) | NEW YORK NY | 549 | $819.8M | $79.9M |
| 7 | BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO | NEW YORK NY | 5,885 | $1.8B | $74.9M |
| 8 | CSX CORPORATION CSX CORPORATION MASTER RETIREMENT SAVINGS PLAN & TRUST | JACKSONVILLE FL | — | $3.1B | $52.8M |
| 9 | BOARD OF TRUSTEES ARIZONA PIPE TRADES DC PENSION PLAN ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN | PHOENIX AZ | 9,484 | $461.2M | $52.1M |
| 10 | INGREDION INCORPORATED INGREDION INCORPORATED MASTER TRUST | WESTCHESTER IL | — | $766.5M | $42.9M |
