Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price All-Cap Opportunities Inv Mutual funds in their Schedule of Assets, totaling $61.6M 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 | H. LEE MOFFITT CANCER CENTER H LEE MOFFITT CANCER CENTER AND RESEARCH INST 403(B) RETIRE PLAN | TAMPA FL | 9,962 | $802.8M | $55.0M |
| 2 | PRH INVESTMENTS LLC DBA THE RELATED GROUP THE RELATED GROUP 401K SAVINGS PLAN | MIAMI FL | 752 | $40.5M | $3.6M |
| 3 | LYON, LLC LYON, LLC 401(K) RETIREMENT PLAN |
MONTGOMERY IL |
| 280 |
| $13.0M |
| $2.9M |
| 4 | MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN | FOND DU LAC WI | 92 | $22.1M | $186K |
