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 Mutual Funds in their Schedule of Assets, totaling $3.8M 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 | ADVANCED CONVERSION TECHNOLOGY, INC ADVANCED CONVERSION TECHNOLOGY, INC. PROFIT SHARING PLAN | MIDDLETOWN PA | 124 | $15.3M | $3.0M |
| 2 | POND & COMPANY POND & COMPANY 401(K) PROFIT SHARING PLAN | NORCROSS GA | 775 | $65.2M | $873K |
