Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T Rowe Mid Cap Value Inst Registered Investment Company in their Schedule of Assets, totaling $20.1M 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 | FLINT HILLS RESOURCES PINE BEND, LLC FLINT HILLS RESOURCES UNION EMPLOYEES 401(K) PLAN | WICHITA KS | 591 | $248.4M | $12.5M |
| 2 | TUCKER ELLIS LLP TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN | CLEVELAND OH | 300 | $128.8M | $2.7M |
| 3 | HERRICK, FEINSTEIN LLP HERRICK, FEINSTEIN LLP SAVINGS AND PROFIT SHARING PLAN |
NEW YORK NY |
| 128 |
| $82.1M |
| $2.3M |
| 4 | HERRICK, FEINSTEIN LLP HERRICK, FEINSTEIN LLP SAVINGS PLAN (NEW) | NEW YORK NY | 122 | $32.6M | $1.4M |
| 5 | KNOX MCLAUGHLIN GORNALL & SENNETT, P.C. KNOX MCLAUGHLIN GORNALL & SENNETT, P.C. 401(K) PROFIT SHARING PLAN | ERIE PA | 87 | $41.9M | $604K |
| 6 | TUCKER ELLIS LLP TUCKER ELLIS LLP COUNSEL & ASSOCIATES RETIREMENT PLAN | CLEVELAND OH | 140 | $32.7M | $510K |
