Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Capital Appreciation Fund I in their Schedule of Assets, totaling $2.7M 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 | SHENTEL MANAGEMENT COMPANY SHENTEL MANAGEMENT COMPANY 401(K) RETIREMENT PLAN | EDINBURG VA | 1,062 | $158.7M | $1.5M |
| 2 | VISIQUATE INC. VISIQUATE INC. RETIREMENT TRUST | SANTA ROSA CA | 74 | $12.1M | $1.1M |
| 3 | STAUNTON CAPITAL, INC. EMPLOYEES RETIREMENT SAVINGS PLAN |
HIGH POINT NC |
| 287 |
| $6.2M |
| $124K |
