Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price Capital Appreciation Fund Class I in their Schedule of Assets, totaling $9.0M 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 | REDINGTON FAIRVIEW GENERAL HOSPITAL REDINGTON-FAIRVIEW GENERAL HOSPITAL 403(B) PLAN | SKOWHEGAN ME | 850 | $59.8M | $8.5M |
| 2 | LYRIC OPERA OF CHICAGO LYRIC OPERA 401(K) SAVINGS PLAN | CHICAGO IL | 128 | $14.5M | $584K |
