Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding T. Rowe Price All-cap Opportunities Fund in their Schedule of Assets, totaling $272.3M 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 | ARDENT HEALTH PARTNERS, INC. ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 23,054 | $1.6B | $129.4M |
| 2 | G & A OUTSOURCING, INC. DBA G & A PARTNERS G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN | HOUSTON TX | 34,105 | $1.4B | $31.2M |
| 3 | ORTHOTENNESSEE, P.C. |
KNOXVILLE TN |
| 765 |
| $153.3M |
| $14.0M |
| 4 | MAUI JIM, INC. MAUI JIM, INC. 401(K) RETIREMENT AND SAVINGS PLAN AND TRUST | PEORIA IL | 611 | $142.6M | $13.1M |
| 5 | NEB CORPORATION NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN | FOND DU LAC WI | 373 | $87.6M | $11.8M |
| 6 | FORENSIC ANALYTICAL SPECIALTIES, INC. FORENSIC ANALYTICAL RETIREMENT PLAN | HAYWARD CA | 145 | $34.4M | $8.9M |
| 7 | DEXTER AXLE COMPANY DEXTER 401(K) RETIREMENT SAVINGS PLAN | ELKHART IN | 2,543 | $156.8M | $6.8M |
| 8 | NYK GROUP AMERICAS INC. NYK GROUP AMERICAS INC. SAVINGS PLAN | SECAUCUS NJ | 214 | $69.5M | $6.5M |
| 9 | PRESENCE MARKETING, LLC PRESENCE MARKETING, LLC RETIREMENT PLAN | SOUTH BARRINGTON IL | 430 | $55.5M | $6.0M |
| 10 | BENCHMARK SENIOR LIVING LLC BENCHMARK SENIOR LIVING 401(K) PLAN | WALTHAM MA | 6,949 | $95.0M | $5.3M |
