Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Westwood Quality SmallCap Mutual Fund in their Schedule of Assets, totaling $39.0M 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 | T-MOBILE USA, INC. T-MOBILE USA, INC. 401(K) RETIREMENT SAVINGS PLAN & TRUST | BELLEVUE WA | 69,015 | $9.1B | $38.5M |
| 2 | T-MOBILE PUERTO RICO LLC T-MOBILE PUERTO RICO 1165(E) PLAN | BELLEVUE WA | 815 | $70.8M | $485K |