Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price All-Cap Opportunities in their Schedule of Assets, totaling $69.8M 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 | GATES CORPORATION THE GATES MATCHMAKER PLAN | DENVER CO | 3,341 | $696.5M | $42.2M |
| 2 | NU SKIN ENTERPRISES, INC. RETIRE READY 401(K) PLAN | PROVO UT | 1,383 | $237.2M | $11.1M |
| 3 | OLD SECOND BANCORP, INC. OLD SECOND BANCORP, INC. EMPLOYEES' 401(K) SAVINGS PLAN & TRUST |
AURORA IL |
| 883 |
| $101.6M |
| $8.3M |
| 4 | ASCENTEK SERVICES LLC ASCENTEK SERVICES, LLC 401(K) PLAN | GOLDEN VALLEY MN | 732 | $67.8M | $4.0M |
| 5 | ACADEMY OF NUTRITION AND DIETETICS ACADEMY OF NUTRITION AND DIETETICS RETIREMENT PLAN | CHICAGO IL | 130 | $28.6M | $1.7M |
| 6 | GROENDYKE TRANSPORT INC GROENDYKE TRANSPORT INC 401(K) PLAN | ENID OK | 1,216 | $62.5M | $1.3M |
| 7 | BIAGI BROS., INC. BIAGI BROS., INC. 401(K) PROFIT SHARING PLAN | NAPA CA | 632 | $33.5M | $695K |
| 8 | OVERSEAS HARDWOODS COMPANY OVERSEAS HARDWOODS COMPANY 401(K) PLAN | MOBILE AL | 150 | $12.0M | $541K |
