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 funds in their Schedule of Assets, totaling $10.0M 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 | SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE FL | 5,644 | $464.7M | $7.7M |
| 2 | PRESTIGE EMPLOYEE ADMINISTRATORS, INC. PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN | SUNRISE FL | 10,980 | $558.5M | $1.3M |
| 3 | THE FINWAY GROUP TFP RETIREMENT PEP |
WEST DES MOINES IA |
| 182 |
| $15.8M |
| $764K |
| 4 | WALTERS MANAGEMENT COMPANY, INC. WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN | BARNEGAT NJ | 111 | $12.4M | $237K |
| 5 | COBLENTZ DISTRIBUTING, INC. COBLENTZ DISTRIBUTING 401(K) PLAN | MILLERSBURG OH | 387 | $12.9M | $85K |
