Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TRwPr Retrmt 2035 Fd -Inv Cl Registered Investment Company in their Schedule of Assets, totaling $7.6M 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 | NETHERLAND, SEWELL & ASSOCIATES, NETHERLAND, SEWELL & ASSOCIATES, INC. 401K PLAN | DALLAS TX | 128 | $100.0M | $3.4M |
| 2 | ITU ABSORBTECH, INC ITU ABSORBTECH RETIREMENT PLAN | NEW BERLIN WI | 468 | $49.3M | $3.2M |
| 3 | MIDWEST COMMUNICATIONS, INC. MIDWEST COMMUNICATIONS, INC. 401(K) RETIREMENT |
WAUSAU WI |
| 480 |
| $19.4M |
| $959K |
| 4 | MOUNTAINLANDS COMMUNITY HEALTH CENTER 403(B) THRIFT PLAN OF MOUNTAINLANDS COMMUNITY HEALTH CENTER | PROVO UT | 197 | $15.1M | $19K |
