Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding T. Rowe Price Capital Appreciation I** in their Schedule of Assets, totaling $21.2M 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 | PENN MUTUAL LIFE INSURANCE COMPANY THE PENN MUTUAL RETIREMENT & SAVINGS PLAN | HORSHAM PA | 1,060 | $489.8M | $8.1M |
| 2 | WILCOX INDUSTRIES CORP. WILCOX INDUSTRIES CORP. 401(K) PLAN | NEWINGTON NH | 375 | $18.3M | $4.6M |
| 3 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' RETIREMENT PLAN |
HORSHAM PA |
| 555 |
| $84.5M |
| $1.6M |
| 4 | AMERISERV FINANCIAL AMERISERV FINANCIAL PENSION PLAN | JOHNSTOWN PA | 110 | $62.5M | $1.6M |
| 5 | NEDERVELD , INC NEDERVELD , INC. 401 (K) PROFIT SHARING PLAN | GRAND RAPIDS MI | 253 | $22.7M | $1.4M |
| 6 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' 401(K) PLAN | HORSHAM PA | 560 | $75.1M | $1.4M |
| 7 | IBEW AFL-CIO LOCAL UNION 743 NECA PENN-DEL-JERSEY CHAPTER READING DIVI IBEW AFL-CIO LOCAL UNION 743 NECA PENN-DEL-JERSEY CHAPTER READING DIVISION RETIREMENT PLAN | READING PA | 490 | $125.6M | $1.2M |
| 8 | LAKE ERIE CONSTRUCTION CO. NORTHERN OHIO PROFIT SHARING PLAN | NORWALK OH | 168 | $44.6M | $976K |
| 9 | APCON, INC. APCON, INC.401(K) PLAN | WILSONVILLE OR | 87 | $16.2M | $161K |
| 10 | BOBBEES BOTTLING, INC. BOBBEES BOTTLING, INC. RETIREMENT TRUST | LOUISBURG NC | 96 | $954K | $66K |
