Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding T. Rowe Price Capital Appreciation I T. Rowe Price 0 in their Schedule of Assets, totaling $490.2M 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 | NORTHEAST GEORGIA HEALTH SYSTEM, INC. NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN | GAINESVILLE GA | 11,682 | $847.5M | $479.5M |
| 2 | BAXTER & WOODMAN, INC. BAXTER & WOODMAN 401K RETIREMENT SAVINGS PLAN | CRYSTAL LAKE IL | 415 | $89.2M | $3.5M |
| 3 | OMNETICS CONNECTOR CORPORATION |
MINNEAPOLIS MN |
| 399 |
| $51.7M |
| $2.0M |
| 4 | DENVER NEPHROLOGISTS, P.C. DENVER NEPHROLOGISTS P.C. PROFIT SHARING PLAN | AURORA CO | 89 | $41.7M | $1.9M |
| 5 | AUS, INC. AUS, INC. THRIFT SAVINGS PLAN | MOUNT LAUREL NJ | 297 | $33.6M | $949K |
| 6 | SOMERO ENTERPRISES INC SOMERO ENTERPRISES INC 401(K) PROFIT SHARING PLAN AND TRUST | FORT MYERS FL | 147 | $24.0M | $790K |
| 7 | X ENERGY, LLC X ENERGY, LLC RETIREMENT TRUST | ROCKVILLE MD | 430 | $36.7M | $734K |
| 8 | ZACROS AMERICA, INC. ZACROS AMERICA EMPLOYEES' 401(K) PLAN | NEWARK DE | 90 | $6.5M | $586K |
| 9 | NORTH STAR FERTILITY PARTNERS, LLC NORTH STAR FERTILITY PARTNERS, LLC 401(K) PLAN | BOSTON MA | 239 | $14.1M | $206K |
