Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Inte US Sm-Cp Gr Eq I in their Schedule of Assets, totaling $19.2M 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 | CHILDREN'S HOSPITAL MEDICAL CENTER CHILDREN'S HOSPITAL MEDICAL CENTER EMPLOYEE SAVINGS PLAN | CINCINNATI OH | 20,266 | $2.0B | $18.7M |
| 2 | MERCY UNIVERSITY MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN | DOBBS FERRY NY | 1,913 | $100.4M | $235K |
| 3 | MERCY UNIVERSITY MERCY UNIVERSITY RETIREMENT PLAN |
DOBBS FERRY NY |
| 785 |
| $121.4M |
| $210K |
| 4 | EXCELSIOR UNIVERSITY THE EXCELSIOR UNIVERSITY RETIREMENT PLAN | ALBANY NY | 900 | $64.2M | $92K |
