Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding John Hancock, USA T. Rowe Price Sci & Tech in their Schedule of Assets, totaling $5.0M 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 | DELI MANAGEMENT, INC. DELI MANAGEMENT, INC. SAVINGS AND INCENTIVE RETIREMENT PLAN | BEAUMONT TX | 3,993 | $30.8M | $1.0M |
| 2 | HELM BANK USA HELM BANK USA 401(K) PLAN | MIAMI FL | 239 | $29.8M | $861K |
| 3 | WALSH GALLEGOS KYLE ROBINSON & ROALSON P.C. WALSH GALLEGOS 401(K) PLAN |
SAN ANTONIO TX |
| 128 |
| $41.4M |
| $707K |
| 4 | IOWA ROTOCAST PLASTICS, INC. IOWA ROTOCAST PLASTICS, INC. 401(K) PLAN | DECORAH IA | 177 | $18.0M | $653K |
| 5 | WOLFF PRINCIPAL HOLDINGS, L.P. ALVIN J. WOLFF PROFIT SHARING PLAN | SCOTTSDALE AZ | 420 | $28.0M | $637K |
| 6 | ACCU-MOLD, LLC ACCU-MOLD, LLC 401(K) & PROFIT SHARING PLAN | ANKENY IA | 317 | $30.6M | $344K |
| 7 | KERKERING, BARBERIO & CO. KERKERING, BARBERIO & CO. 401(K) PLAN | SARASOTA FL | 138 | $28.3M | $289K |
| 8 | F & W FORESTRY SERVICES, INC. F & W FORESTRY SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN & TRUST | ALBANY GA | 204 | $21.1M | $182K |
| 9 | MOCKLER BEVERAGE COMPANY, A LIMITED PARTNERSHIP BIG RED 401(K) PLAN | BATON ROUGE LA | 263 | $17.2M | $129K |
| 10 | URGENT TEAM HOLDINGS, INC. URGENT TEAM HOLDINGS 401(K) PLAN | NASHVILLE TN | 1,032 | $14.9M | $89K |
