Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 324 retirement plans report an interest in this investment, totaling $43.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: T Rowe Price Equity, T Rowe Price Equity Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WEIMER BEARING & TRANSMISSION, INC. WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN | GERMANTOWN WI | 375 | $63.2M | $2.3M |
| 2 | ARC EXCESS & SURPLUS, LLC ARC EXCESS & SURPLUS, LLC 401(K) PLAN | JERICHO NY | 180 | $32.6M | $2.1M |
| 3 | MIDLAND INFORMATION RESOURCES COMPANY ELANDERS AMERICAS 401(K) RETIREMENT PLAN | DAVENPORT IA | 159 | $20.3M | $2.0M |
| 4 | GUARANTEE TRUST LIFE INSURANCE COMPANY GUARANTEE TRUST LIFE INSURANCE COMPANY AND SELECT AFFILIATES 401(K) AND PROFIT SHARING PLAN | GLENVIEW IL | 296 | $57.0M | $1.1M |
| 5 | TILDEN-COIL CONSTRUCTORS, INC. TILDEN-COIL CONSTRUCTORS, INC. 401(K) PROFIT SHARING PLAN | RIVERSIDE CA | 156 | $43.4M | $912K |
| 6 | MILLER PRODUCTS, INC. MILLER PRODUCTS, INC. 401(K) PLAN | SEBRING OH | 305 | $25.2M | $840K |
| 7 | ZACKS INVESTMENT RESEARCH, INC. ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 285 | $38.3M | $780K |
| 8 | PEDULLA EXCAVATING AND PAVING, INC. PEDULLA EXCAVATING AND PAVING, INC.401(K) PROFIT SHARING PLAN | MOORESVILLE NC | 118 | $9.7M | $756K |
| 9 | ENGINEERED MACHINED PRODUCTS, INC. ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN | ESCANABA MI | 194 | $36.0M | $685K |
| 10 | DRB ENTERPRISES, LLC DRB ENTERPRISES, LLC 401K RETIREMENT PLAN | ROCKVILLE MD | 839 | $49.7M | $651K |
