Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding T. Rowe Price All-Cap Opport Inv T. Rowe Price 0 in their Schedule of Assets, totaling $15.8M 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 | KELLER AND HECKMAN LLP KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 127 | $84.6M | $6.3M |
| 2 | CITIZENS BANK CITIZENS BANK 401K MUKWONAGO WI | MUKWONAGO WI | 143 | $22.2M | $1.8M |
| 3 | WESTBURY BANK WESTBURY BANK 401K PSP |
WAUKESHA WI |
| 107 |
| $15.9M |
| $1.8M |
| 4 | WASHOE BARTON MEDICAL CLINIC CARSON VALLEY MEDICAL CENTER RETIREMENT SAVINGS PLAN | GARDNERVILLE NV | 432 | $25.4M | $1.7M |
| 5 | THE IRIS GROUP THE IRIS GROUP INC. 401(K) RETIREMENT SAVINGS PLAN | CARLSBAD CA | 90 | $15.4M | $1.7M |
| 6 | THE BREWER-GARRETT COMPANY THE BREWER-GARRETT COMPANY 401(K) PS PLAN | MIDDLEBURG HEIGHTS OH | 200 | $24.6M | $1.1M |
| 7 | WEBB CHEMICAL SERVICE CORPORATION WEBB CHEMICAL SERVICE CORPORATION 401(K) & RETIREMENT PLAN | MUSKEGON MI | 146 | $12.9M | $774K |
| 8 | NORTH STAR FISHING COMPANY LLC NORTH STAR FISHING COMPANY LLC 401(K) PLAN | SEATTLE WA | 231 | $6.7M | $584K |
| 9 | 1UPHEALTH 1UPHEALTH 401(K) PLAN | BOSTON MA | 123 | $5.4M | $78K |
