Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding SEI Trust Company Principal/T. Rowe Price Inst LgCap Gr Mngd CIT N Fund in their Schedule of Assets, totaling $367K 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 | WESTIN HOMES AND PROPERTIES LP WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST | SUGAR LAND TX | 145 | $10.9M | $200K |
| 2 | STEVENS AEROSPACE AND DEFENSE SYSTEMS, LLC STEVENS AEROSPACE AND DEFENSE SYSTEMS LLC 401(K) SAVINGS AND RETIREMENT PLAN | CONESTEE SC | 298 | $20.0M | $167K |
