Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Blue Chip Growth I Registered investment companies in their Schedule of Assets, totaling $20.3M 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 | COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA TAX-SHELTERED ANNUITY PLAN | MONTEREY CA | 2,919 | $380.9M | $16.9M |
| 2 | MONTAGE MEDICAL GROUP MONTAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN & TRUST | MONTEREY CA | 330 | $18.8M | $1.2M |
| 3 | OPUS ONE WINERY, LLC |
OAKVILLE CA |
| 120 |
| $25.3M |
| $1.2M |
| 4 | SOUTHERN OREGON ORTHOPEDICS, INC. SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PROFIT SHARING PLAN | MEDFORD OR | 268 | $26.8M | $735K |
| 5 | MONTAGE HEALTH MONTAGE HEALTH 401(K) PLAN | MONTEREY CA | 163 | $11.4M | $189K |
