Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding (CL) T. Rowe Price Capital Apprec Inv T. Rowe Price 0 in their Schedule of Assets, totaling $3.0M 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 | CITIZENS BANK CITIZENS BANK 401K MUKWONAGO WI | MUKWONAGO WI | 143 | $22.2M | $1.7M |
| 2 | WESTBURY BANK WESTBURY BANK 401K PSP | WAUKESHA WI | 107 | $15.9M | $1.3M |
