Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 68 U.S. retirement plans report holding T. Rowe Price:* Capital Appreciation Fund in their Schedule of Assets, totaling $585.6M 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 | COREWELL HEALTH SPECTRUM HEALTH SYSTEM 403(B) PLAN | GRAND RAPIDS MI | 34,243 | $3.2B | $181.4M |
| 2 | AUTOMOBILE CLUB OF SOUTHERN CALIFORNIA CLUB FUTURESAVE PLAN | COSTA MESA CA | 14,373 | $1.6B | $107.5M |
| 3 | EPSON AMERICA, INC. EPSON AMERICA, INC. 401(K) PLAN |
LOS ALAMITOS CA |
| 1,486 |
| $457.1M |
| $65.5M |
| 4 | FTI CONSULTING, INC. FTI CONSULTING, INC. 401(K) PLAN | WASHINGTON DC | 4,676 | $1.2B | $54.0M |
| 5 | NETSCOUT SYSTEMS, INC. NETSCOUT SYSTEMS, INC. 401(K) PLAN | WESTFORD MA | 1,326 | $645.1M | $19.3M |
| 6 | FRONT PORCH COMMUNITIES AND SERVICES FRONT PORCH RETIREMENT PLAN | GLENDALE CA | 2,900 | $127.4M | $15.9M |
| 7 | NATIONAL FEDERATION OF INDEPENDENT BUSINESS, INC. NATIONAL FEDERATION OF INDEPENDENT BUSINESS RETIREMENT SAVINGS PLAN | NASHVILLE TN | 596 | $113.5M | $15.2M |
| 8 | LIFEWORKS (US) LTD. LIFEWORKS (US) LTD. 401(K) SAVINGS PLAN | ATLANTA GA | 1,154 | $98.9M | $15.1M |
| 9 | MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN | TYLER TX | 781 | $215.5M | $14.5M |
| 10 | ELM STREET DEVELOPMENT, INC. ELM STREET DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 227 | $50.3M | $10.0M |
