Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Capital Apprec Inv T. Rowe Price 0 in their Schedule of Assets, totaling $38.9M 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 | ADVANCED TECHNOLOGY SERVICES, INC. ADVANCED TECHNOLOGY SERVICES, INC. 401(K) PSP | PEORIA IL | 2,062 | $205.1M | $24.9M |
| 2 | PALMETTO PRIMARY CARE PHYSICIANS, LLC PALMETTO PRIMARY CARE PHYSICIANS, LLC 401(K) | NORTH CHARLESTON SC | 563 | $58.3M | $5.8M |
| 3 | ENGINEERING SERVICES NETWORK, INC. |
WOODBRIDGE VA |
| 246 |
| $16.7M |
| $2.2M |
| 4 | CORING & CUTTING GROUP. THE CORING & CUTTING GROUP RETIREMENT PLAN | KANSAS CITY MO | 176 | $24.4M | $1.9M |
| 5 | PORT ROYAL CLUB, INC. PORT ROYAL CLUB, INC. 401(K) PLAN | NAPLES FL | 41 | $7.4M | $1.7M |
| 6 | CHANDLER INDUSTRIES, LLC CHANDLER INDUSTRIES, INC. 401(K) SAVINGS PLAN | MONTEVIDEO MN | 264 | $15.4M | $1.4M |
| 7 | ROYAL POINCIANA GOLF CLUB ROYAL POINCIANA GOLF CLUB 401(K) RETIREMENT PLAN | NAPLES FL | 190 | $19.1M | $489K |
| 8 | VERINEXT CORP. VERINEXT CORP. 401(K) RETIREMENT PLAN | BLUE BELL PA | 276 | $39.8M | $469K |
