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 Growth Adv Mutual fund in their Schedule of Assets, totaling $11.5M 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 | JEFF WYLER AUTOMOTIVE FAMILY, INC. JEFF WYLER AUTOMOTIVE FAMILY, INC. RETIREMENT SAVINGS PLAN AND TRUST | MILFORD OH | 1,506 | $60.9M | $5.4M |
| 2 | HEDGESERV CORPORATION HEDGESERV CORPORATION 401(K) PLAN | NEW YORK NY | 415 | $44.1M | $2.0M |
| 3 | COLORTECH, INC. COLORTECH, INC. 401(K) PLAN |
MORRISTOWN TN |
| 279 |
| $15.0M |
| $1.9M |
| 4 | DEVANEY ENERGY, INC. DEVANEY ENERGY, INC. 401(K) RETIREMENT PLAN | NEWTON MA | 177 | $24.3M | $1.0M |
| 5 | AMEGO, INC. AMEGO, INC. 403(B) PLAN | ATTLEBORO MA | 1,474 | $17.5M | $640K |
| 6 | LOGAN SIMPSON DESIGN INC. LOGAN SIMPSON DESIGN 401(K) PLAN | TEMPE AZ | 162 | $17.2M | $576K |
