Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Row Prc All-Cp Opps I Fund in their Schedule of Assets, totaling $15.3M 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 | HERAEUS INCORPORATED HERAEUS INCORPORATED 401(K) RETIREMENT PLAN | YARDLEY PA | 1,929 | $318.9M | $11.9M |
| 2 | PEOPLES FINANCIAL CORPORATION PEOPLES FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN | BILOXI MS | 127 | $25.8M | $1.7M |
| 3 | HELGESEN INDUSTRIES, LLC |
HARTFORD WI |
| 246 |
| $22.1M |
| $1.7M |