Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding T.Rowe Price Capital Appreciation Fund Mutual fund in their Schedule of Assets, totaling $75.9M 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 | MCKIBBON HOTEL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST MCKIBBON HOSPITALITY | TAMPA FL | 1,949 | $35.1M | $15.2M |
| 2 | M3 ACCOUNTING SERVICES, INC. M3 ACCOUNTING SERVICES, INC. 401(K) PLAN | LAWRENCEVILLE GA | 235 | $23.1M | $12.4M |
| 3 | MEYER PROPERTIES MEYER GROUP 401(K) PLAN AND TRUST |
NEWPORT BEACH CA |
| 80 |
| $19.7M |
| $7.4M |
| 4 | MANGAN, INC. MANGAN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LONG BEACH CA | 375 | $85.8M | $6.4M |
| 5 | VIRGINIA CARDIOVASCULAR SPECIALISTS, PC VIRGINIA CARDIOVASCULAR SPECIALISTS, PC 401(K) PROFIT SHARING PLAN | RICHMOND VA | 179 | $57.6M | $5.5M |
| 6 | GOLDBERG LINDSAY & CO. LLC GOLDBERG LINDSAY & CO. LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 57 | $61.8M | $4.0M |
| 7 | JMB-III HOLDCO, INC JMB-III HOLDCO, INC. 401(K) PLAN | LAWRENCEVILLE GA | 0 | $5.5M | $3.8M |
| 8 | RHI MAGNESITA THRIFT PLAN OF RHI MAGNESITA | YORK PA | 811 | $128.9M | $3.3M |
| 9 | AMPLIFY EDUCATION, INC. AMPLIFY EDUCATION, INC. 401(K) PLAN | BROOKLYN NY | 1,786 | $169.0M | $3.3M |
| 10 | NATIONAL RETAIL SYSTEMS, INC. NATIONAL RETAIL SYSTEMS, INC. 401(K) PLAN | NORTH BERGEN NJ | 736 | $40.5M | $3.2M |
