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 Registered Investment Company in their Schedule of Assets, totaling $55.2M 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 | UCB HOLDINGS, INC. UCB, INC. 401(K) RETIREMENT PLAN | SMYRNA GA | 1,896 | $979.7M | $52.7M |
| 2 | PON NORTH AMERICA, INC. PON NORTH AMERICA INC. DEFINED CONTRIBUTION PLAN | HOUSTON TX | 1,724 | $117.8M | $1.4M |
| 3 | WALDORF FORD, INC. WALDORF FORD, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN |
WALDORF MD |
| 874 |
| $34.2M |
| $807K |
| 4 | MARIETTA HEALTH CARE PHYSICIANS, INC. MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN | MARIETTA OH | 352 | $72.8M | $278K |
