Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T ROWE PRICE CAP APP - ADV in their Schedule of Assets, totaling $873K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOBEL FINANCIAL LOBEL FINANCIAL 401K PLAN | ANAHEIM CA | 258 | $20.0M | $484K |
| 2 | IDR, INC. INTERNATIONAL DEVELOPMENT & RESOURCES, INC. 401(K) PLAN | CENTREVILLE VA | 180 | $33.6M | $256K |
| 3 | BILL DODGE AUTO GROUP, INC. BILL DODGE AUTO GROUP SALARY DEFERRAL 401(K) PLAN |
WESTBROOK ME |
| 258 |
| $15.4M |
| $133K |
