Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Capital Appreciation Fund I Class - in their Schedule of Assets, totaling $19.3M 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 | FIESTA MART, L.L.C. FIESTA MART, L.L.C. 401(K) RETIREMENT AND SAVINGS PLAN | HOUSTON TX | 6,641 | $100.2M | $7.3M |
| 2 | AAA NORTHEAST AAA NORTHEAST RETIREMENT PLAN | PROVIDENCE RI | 3,718 | $358.2M | $6.8M |
| 3 | ULTRA CLEAN TECHNOLOGY SYSTEMS AND SERVICE, INC. UCT RETIREMENT SAVINGS PLAN |
HAYWARD CA |
| 1,772 |
| $147.0M |
| $4.0M |
| 4 | KICKSTARTER, PBC KICKSTARTER, PBC 401(K) PLAN | NEW YORK NY | 98 | $12.6M | $1.0M |
| 5 | BODEGA LATINA CORPORATION BODEGA LATINA 401(K) RETIREMENT AND SAVINGS PLAN | COMMERCE CA | 9,200 | $8.3M | $118K |
