Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T. Rowe Price All-Cap Opportunities Mutual Fund in their Schedule of Assets, totaling $34.7M 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 | WESTERN WASHINGTON MEDICAL GROUP, INC., P.S. WESTERN WASHINGTON MEDICAL GROUP 401(K) RETIREMENT PLAN AND TRUST | EVERETT WA | 349 | $106.0M | $16.7M |
| 2 | DELAWARE VALLEY COMMUNITY HEALTH, INC. DELAWARE VALLEY COMMUNITY HEALTH, INC. RETIREMENT AND SAVINGS PLAN | PHILADELPHIA PA | 356 | $43.5M | $6.7M |
| 3 | PIKE CONSTRUCTION SERVICES, INC. |
ROCHESTER NY |
| 344 |
| $76.0M |
| $4.9M |
| 4 | OGDEN MURPHY WALLACE, PLLC THE 401(K) PROFIT SHARING PLAN OF OGDEN MURPHY WALLACE, PLLC | SEATTLE WA | 124 | $73.8M | $2.8M |
| 5 | MACHINISTS, INC. MACHINISTS, INC. 401(K) SAVINGS PLAN & TRUST | SEATTLE WA | 123 | $21.8M | $1.3M |
| 6 | S&S CYCLE, INC. S&S CYCLE, INC. PROFIT SHARING PLAN | VIOLA WI | 187 | $21.0M | $1.0M |
| 7 | WIMMER SOLUTIONS CORPORATION WIMMER SOLUTIONS CORPORATION 401(K) PLAN | SEATTLE WA | 104 | $6.9M | $591K |
| 8 | PRICE EDWARDS & COMPANY PRICE EDWARDS & COMPANY SAVINGS & RETIREMENT PLAN | OKLAHOMA CITY OK | 115 | $15.3M | $384K |
| 9 | KIRKPATRICK PRICE, INC. KIRKPATRICK PRICE, INC. 401(K) PLAN | NASHVILLE TN | 112 | $8.7M | $99K |
| 10 | CONSUMER DIRECTED CHOICES, INC. CONSUMER DIRECTED CHOICES, INC. 401(K) PLAN | ALBANY NY | 3,198 | $5.3M | $94K |
