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 I Fund in their Schedule of Assets, totaling $33.5M 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 | SCHWEGMAN LUNDBERG & WOESSNER, P.A. SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 209 | $121.5M | $23.1M |
| 2 | PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION, INC. PROJECT HOPE EMPLOYEES RETIREMENT PLAN | WASHINGTON DC | 181 | $33.0M | $8.0M |
| 3 | DIXON TICONDEROGA COMPANY |
APPLETON WI |
| 189 |
| $31.7M |
| $1.8M |
| 4 | THE RETIREMENT ADVANTAGE THE RETIREMENT ADVANTAGE, INC. 401K PLAN | APPLETON WI | 174 | $17.2M | $661K |
