Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Blue Chip Growth Inv Mutual Fund in their Schedule of Assets, totaling $21.7M 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 | WINDSOR ELECTRIC CO INC WINDSOR ELECTRIC CO INC 401(K) RETIREMENT PLAN | OWINGS MILLS MD | 158 | $70.7M | $12.4M |
| 2 | OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 280 | $67.1M | $5.5M |
| 3 | ANNIN & CO ANNIN & CO 401(K) RETIREMENT PLAN |
NEW PROVIDENCE NJ |
| 332 |
| $19.2M |
| $2.6M |
| 4 | KOGNITIV, INC KOGNITIV, INC. 401(K) PLAN | WABAN MA | 114 | $14.1M | $461K |
| 5 | STAR MEDICAL, INC. ETHOS THERAPY SOLUTIONS 401(K) PLAN | BLUE BELL PA | 186 | $2.2M | $324K |
| 6 | ATHENIUM, LLC ATHENIUM ANALYTICS RETIREMENT PLAN | DOVER NH | 66 | $5.3M | $287K |
| 7 | CARUSO HOMES, INC. CARUSO HOMES EMPLOYEE 401(K) PLAN | CROFTON MD | 106 | $4.9M | $28K |
| 8 | SKYMARK REFUELERS, LLC SKYMARK REFUELERS 401(K) PLAN | KANSAS CITY KS | 125 | $1.9M | $11K |