Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding T.Rowe Price All-Cap Opportunities Fund Mutual Fund in their Schedule of Assets, totaling $125.6M 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 | STEWART TITLE GUARANTY COMPANY STEWART 401(K) SAVINGS PLAN | HOUSTON TX | 5,500 | $647.7M | $53.4M |
| 2 | RESMED CORP. RESMED U S 401(K) PLAN | SAN DIEGO CA | 2,761 | $400.6M | $40.1M |
| 3 | XP POWER LLC XP POWER LLC RETIREMENT SAVINGS PLAN |
| 423 |
| $58.1M |
| $7.5M |
| 4 | EXELIXIS, INC. EXELIXIS, INC. 401(K) PLAN | ALAMEDA CA | 1,148 | $319.0M | $5.9M |
| 5 | RHODE ISLAND DISTRIBUTING COMPANY, LLC RHODE ISLAND DISTRIBUTING COMPANY COMPANY 401(K) PROFIT SHARING PLAN | WEST GREENWICH RI | 793 | $130.0M | $4.3M |
| 6 | MORTON COMMUNITY BANK MORTON COMMUNITY BANK 401(K) RETIREMENT PLAN | MORTON IL | 613 | $58.2M | $3.5M |
| 7 | PENTLAND USA, INC. PENTLAND USA, INC. 401(K) PLAN | CYPRESS CA | 180 | $33.5M | $2.4M |
| 8 | TRUE WORLD HOLDINGS LLC TRUE WORLD HOLDINGS 401(K) PLAN | ROCKLEIGH NJ | 1,019 | $55.9M | $2.2M |
| 9 | ALLIANCE INSPECTION MANAGEMENT, LLC ALLIANCE INSPECTION MANAGEMENT, LLC 401(K) PLAN | LONG BEACH CA | 896 | $29.1M | $1.7M |
| 10 | VOCON DESIGN, INC. VOCON 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 229 | $19.8M | $1.4M |