Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. R Price Mid-Cap Val I Fd in their Schedule of Assets, totaling $17.9M 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 | MILES SAND & GRAVEL COMPANY MILES SAND & GRAVEL COMPANY RETIREMENT PLAN | PUYALLUP WA | 513 | $58.1M | $14.1M |
| 2 | NATIONAL ASSOCIATION OF SOCIAL WORKERS, INC. N.A.S.W. EMPLOYEES 401(K) BENEFIT PLAN | WASHINGTON DC | 210 | $22.3M | $1.8M |
| 3 | COUVE HEALTHCARE CONSULTING, LLC |
LAKEWOOD NJ |
| 2,761 |
| $18.9M |
| $779K |
| 4 | MARKET ENGINUITY, INC. MARKET ENGINUITY, INC. 401(K) PLAN | PHOENIX AZ | 133 | $8.8M | $660K |
| 5 | THE SECANT GROUP, LLC THE SECANT GROUP, LLC 401(K) PLAN | TELFORD PA | 205 | $35.3M | $449K |
| 6 | SOLESIS, LLC SOLESIS, LLC 401(K) PLAN | TELFORD PA | 240 | $11.5M | $80K |
| 7 | TETON VALLEY HEALTH CARE, INC. TETON VALLEY HEALTH CARE, INC. 403(B) PLAN | DRIGGS ID | 364 | $7.9M | $43K |
| 8 | TJ REGIONAL HEALTH INC. TJ REGIONAL HEALTH INC. 403(B) PLAN | GLASGOW KY | 1,498 | $83.2M | $4K |
