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 I Mutual fund in their Schedule of Assets, totaling $96.5M 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 | OSI SYSTEMS, INC. OSI SYSTEMS, INC. 401(K) SAVINGS PLAN | TORRANCE CA | 1,920 | $269.8M | $44.8M |
| 2 | SOCIETE GENERALE (NEW YORK) SOCIETE GENERALE SAVINGS AND INVESTMENT/RETIREMENT PLAN | NEW YORK NY | 2,211 | $1.1B | $25.9M |
| 3 | UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC |
BIRMINGHAM AL |
| 5,019 |
| $1.6B |
| $24.0M |
| 4 | ROHRICH AUTOMOTIVE GROUP ROHRICH AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 409 | $17.3M | $1.3M |
| 5 | STOROPACK, INC. STOROPACK, INC. 401(K) SAVINGS PLAN | CINCINNATI OH | 428 | $39.9M | $500K |
