Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TRwPr Mid-Cap Value Fund I Mutual Fund in their Schedule of Assets, totaling $9.3M 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 | INTERNATIONAL DATA GROUP, INC. INTERNATIONAL DATA GROUP, INC. 401K AND PROFIT SHARING PLAN | NEEDHAM MA | 932 | $432.3M | $9.0M |
| 2 | ALL AMERICAN DAIRY PRODUCTS, INC. ALL AMERICAN DAIRY PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | MORGANTOWN PA | 154 | $4.5M | $323K |