Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T.Rowe Price Blue Chip Gr I Mutual Fund in their Schedule of Assets, totaling $11.9M 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 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $8.1M |
| 2 | THE FIRST BANCSHARES, INC. THE FIRST BANCSHARES, INC. PROFIT SHARING 401(K) PLAN | HATTIESBURG MS | 1,008 | $56.3M | $2.8M |
| 3 | PROLOG, INC. PROLOG, INC. 401(K) PLAN |
VIRGINIA BEACH VA |
| 183 |
| $5.4M |
| $561K |
| 4 | HUGGINS HOSPITAL HUGGINS HOSPITAL RETIREMENT SAVINGS PLAN | WOLFEBORO NH | 601 | $34.2M | $262K |
| 5 | AMERICAN MATHEMATICAL SOCIETY AMERICAN MATHEMATICAL SOCIETY TAX-DEFERRED ANNUITY PLAN | PROVIDENCE RI | 215 | $73.8M | $213K |
| 6 | A PLUS TREE INCORPORATED A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST | VALLEJO CA | 13 | $4.2M | $4K |
