Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T. ROWE PRICE BLUE CHIP GR-ADV in their Schedule of Assets, totaling $23.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IDR, INC. INTERNATIONAL DEVELOPMENT & RESOURCES, INC. 401(K) PLAN | CENTREVILLE VA | 180 | $33.6M | $4.6M |
| 2 | THE JOHN GORE ORGANIZATION, INC. THE JOHN GORE ORGANIZATION, INC. 401K AND PROFIT SHARING PLAN | NEW YORK NY | 263 | $43.9M | $3.4M |
| 3 | GARRISON, INC. GARRISON, INC. 401(K) RETIREMENT SAVINGS PLAN |
VINEMONT AL |
| 570 |
| $28.3M |
| $2.2M |
| 4 | NUCLEUS GROUP HOLDINGS, INC. INIZIO 401(K) SALARY REDUCTION PLAN & TRUST | ATLANTA GA | 339 | $48.9M | $2.1M |
| 5 | NATIONAL SERVICE SOURCE INC. DBA USSI GLOBAL 401(K) PLAN | MELBOURNE FL | 206 | $17.5M | $2.0M |
| 6 | EXETER PROPERTY GROUP, LLC EQT EXETER PROPERTY GROUP, LLC 401(K) PLAN | RADNOR PA | 223 | $42.0M | $1.9M |
| 7 | EARTH ENGINEERING INCORPORATED EARTH ENGINEERING INCORPORATED 401(K) PLAN | EAST NORRITON PA | 97 | $12.3M | $1.8M |
| 8 | DENNEY ELECTRIC SUPPLY OF AMBLER DENNEY ELECTRIC SUPPLY COMPANY, INC. 401(K) PLAN | AMBLER PA | 142 | $14.8M | $1.3M |
| 9 | JENOPTIK NORTH AMERICA, INC. JENOPTIK NORTH AMERICA 401(K) PLAN | JUPITER FL | 324 | $42.0M | $1.1M |
| 10 | LOBEL FINANCIAL LOBEL FINANCIAL 401K PLAN | ANAHEIM CA | 258 | $20.0M | $1.0M |
