Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Rowe Price Capital Appreciation Port * VY Registered investment companies - - in their Schedule of Assets, totaling $64K 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 | TRANZACT TECHNOLOGIES, INC. TRANZACT TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | ELMHURST IL | 102 | $7.4M | $64K |
