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 N/A in their Schedule of Assets, totaling $34.4M 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 | THE OGDEN NEWSPAPERS, INC THE OGDEN NEWSPAPERS, INC. 401(K) PLAN | WHEELING WV | 887 | $114.9M | $30.8M |
| 2 | MCCLYMONDS SUPPLY & TRANSIT COMPANY, INC. MCCLYMONDS SUPPLY & TRANSIT COMPANY, INC. 401(K) PLAN | PORTERSVILLE PA | 454 | $37.3M | $1.9M |
| 3 | THE BUCKEYE RANCH THE BUCKEYE RANCH 401(K) PLAN |
WHITEHALL OH |
| 503 |
| $19.6M |
| $1.2M |
| 4 | HIGHLANDS VENTURES, LLC HIGHLANDS VENTURES, LLC 401(K) PLAN | CHAMPION PA | 52 | $10.9M | $454K |
| 5 | SHUSTER'S BUILDERS SUPPLIES, INC. SHUSTER'S EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | NORTH HUNTINGDON PA | 65 | $10.5M | $158K |
