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 I Mutual fund in their Schedule of Assets, totaling $26.6M 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 | THE S2 HR GROUP, LLC ENGAGE PEO RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 30,449 | $1.0B | $14.4M |
| 2 | FIRSTLIGHT POWER SERVICES, LLC FIRSTLIGHT POWER 401(K) PLAN | BURLINGTON MA | 138 | $46.3M | $5.2M |
| 3 | IQE, INC. IQE USA 401(K) PLAN |
| 132 |
| $40.6M |
| $3.4M |
| 4 | GOLDEN SVCS, LLC GOLDEN SVCS PENSION PLAN | OAK RIDGE TN | 32 | $22.4M | $1.8M |
| 5 | NEW VENTURE FUND NEW VENTURE FUND 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 535 | $57.9M | $895K |
| 6 | THERABODY, INC. THERABODY, INC. 401(K) PLAN | LOS ANGELES CA | 259 | $5.3M | $546K |
| 7 | WINDWARD FUND WINDWARD FUND 401(K) PLAN | WASHINGTON DC | 76 | $4.4M | $222K |
| 8 | HOPEWELL FUND HOPEWELL FUND 401(K) PLAN | WASHINGTON DC | 100 | $9.7M | $142K |
