Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T.Rowe Price Blue Chip Growth Fund Registered investment companies in their Schedule of Assets, totaling $7.2M 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 | HERITAGE COMPANIES, LLC HERITAGE 401(K) PLAN | DOWNEY CA | 772 | $34.2M | $3.6M |
| 2 | GEO SERVICES, LLC GEO SERVICES, LLC 401(K) PLAN | SIGNAL HILL CA | 154 | $21.6M | $2.4M |
| 3 | SPAULDING ACADEMY & FAMILY SERVICES SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN |
NORTHFIELD NH |
| 310 |
| $9.4M |
| $1.0M |
| 4 | COLUMBIA FORD, INC. COLUMBIA FORD, INC. 401(K) PLAN | COLUMBIA CT | 241 | $14.3M | $185K |
