Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Capital Appreciation Fund Mutual Fund N/A in their Schedule of Assets, totaling $5.7M 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 | EMA DESIGN AUTOMATION INC EMA DESIGN AUTOMATION INC 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER NY | 84 | $11.6M | $5.0M |
| 2 | FLINT HOLDINGS, INC. FLINT HOLDINGS, INC. 401K PROFIT SHARING PLAN | FARGO ND | 184 | $14.8M | $293K |
| 3 | BLUE BIRD, INC. BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN |
PESHASTIN WA |
| 252 |
| $4.8M |
| $246K |
| 4 | MOORE HOLDING COMPANY MOORE HOLDING COMPANY PROFIT SHARING 401(K) PLAN | WEST FARGO ND | 237 | $47.3M | $127K |
