Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Capital Appreciation Inv Mutual Fund in their Schedule of Assets, totaling $2.4M 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 | VISIONIST, INC VISIONIST, INC. 401(K) PLAN | COLUMBIA MD | 153 | $50.1M | $1.5M |
| 2 | ANNIN & CO ANNIN & CO 401(K) RETIREMENT PLAN | NEW PROVIDENCE NJ | 332 | $19.2M | $582K |
| 3 | KIRKPATRICK PRICE, INC. KIRKPATRICK PRICE, INC. 401(K) PLAN |
| 112 |
| $8.7M |
| $332K |
