Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price All-Cap Opportunities Inv Mutual Fund in their Schedule of Assets, totaling $33.5M 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 | CONNING & COMPANY CONNING & COMPANY (U.S.) RETIREMENT SAVINGS PLAN | HARTFORD CT | 370 | $160.2M | $13.7M |
| 2 | ZELIS HEALTHCARE, LLC ZELIS HEALTHCARE 401(K) RETIREMENT PLAN | MORRISTOWN NJ | 2,385 | $172.2M | $11.0M |
| 3 | HALFF ASSOCIATES, INC HALFF ASSOCIATES INC. 401(K) PLAN |
RICHARDSON TX |
| 1,503 |
| $187.2M |
| $8.8M |
