Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding T. Rowe Price Blue Chip Growth Fund ‐ I Class in their Schedule of Assets, totaling $120.7M 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 | CLARIVATE ANALYTICS (US) LLC CLARIVATE ANALYTICS 401(K) SAVINGS PLAN | ANN ARBOR MI | 2,732 | $519.7M | $37.9M |
| 2 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $27.7M |
| 3 | PHOENIX INFRASTRUCTURE LLC |
COPPELL TX |
| 495 |
| $84.4M |
| $8.4M |
| 4 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM CONSOLIDATED 403(B) PLAN | CHICAGO IL | 3,903 | $165.2M | $8.2M |
| 5 | SOUTH ATLANTIC BANK SOUTH ATLANTIC BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MYRTLE BEACH SC | 153 | $23.6M | $5.6M |
| 6 | CAROLINA CASE MANAGEMENT AND REHABILITATION SERVICES, INC. CAROLINA CASE MANAGEMENT AND REHABILITATION SERVICES, INC. 401 (K) PLAN | RALEIGH NC | 125 | $17.5M | $2.8M |
| 7 | ARIEL INVESTMENTS, LLC ARIEL INVESTMENTS, LLC EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN AND TRUST | CHICAGO IL | 148 | $50.4M | $2.5M |
| 8 | WEGNER CPAS, LLP WEGNER CPAS, LLP SALARY SAVINGS PLAN | MADISON WI | 174 | $32.2M | $2.4M |
| 9 | USFALCON, INC. USFALCON, INC. 401(K) PROFIT SHARING PLAN & TRUST | CARY NC | 242 | $33.2M | $2.3M |
| 10 | FATE THERAPEUTICS, INC. FATE THERAPEUTICS, INC. 401(K) PENSION PLAN | SAN DIEGO CA | 185 | $34.3M | $2.2M |
