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 N/R in their Schedule of Assets, totaling $10.5M 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 | ELLWOOD CITY FORGE ELLWOOD 401(K) RETIREMENT PLAN | ELLWOOD CITY PA | 1,327 | $310.6M | $5.8M |
| 2 | INDEPENDENT PHARMACY COOPERATIVE INDEPENDENT PHARMACY COOPERATIVE RETIREMENT SAVINGS PLAN | SUN PRAIRIE WI | 161 | $19.9M | $2.2M |
| 3 | ELLWOOD QUALITY STEELS COMPANY ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN |
NEW CASTLE PA |
| 235 |
| $100.3M |
| $1.3M |
| 4 | TEL HAI RETIREMENT COMMUNITY TEL HAI RETIREMENT COMMUNITY 401(K) PLAN | HONEY BROOK PA | 300 | $15.4M | $1.2M |
