Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T. Rowe Price Capital Appreciation Mutual fund - in their Schedule of Assets, totaling $31.2M 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 | APEX SYSTEMS, LLC APEX SYSTEMS, LLC 401(K) PLAN | GLEN ALLEN VA | 4,283 | $478.7M | $8.7M |
| 2 | WM. T. BURNETT HOLDING LLC WM. T. BURNETT 401(K) RETIREMENT PLAN | BALTIMORE MD | 381 | $25.7M | $5.9M |
| 3 | ROBINSON HELICOPTER COMPANY INC. ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN |
TORRANCE CA |
| 1,285 |
| $123.3M |
| $4.7M |
| 4 | MILL CREEK RESIDENTIAL TRUST LLC MILL CREEK RESIDENTIAL TRUST RESOURCES LLC 401(K) PLAN | DALLAS TX | 1,325 | $149.8M | $4.3M |
| 5 | RITE-SOLUTIONS, INC. RITE-SOLUTIONS SAVINGS & INVESTMENT PLAN | PAWCATUCK CT | 477 | $63.8M | $2.1M |
| 6 | SECURITY FINANCIAL BANK SECURITY FINANCIAL BANK 401(K) SAVINGS PLAN | EAU CLAIRE WI | 130 | $13.5M | $1.6M |
| 7 | S&S CYCLE, INC. S&S CYCLE, INC. PROFIT SHARING PLAN | VIOLA WI | 187 | $21.0M | $1.1M |
| 8 | MAJOR LEAGUE SOCCER LLC MAJOR LEAGUE SOCCER 401(K) PLAN | NEW YORK NY | 1,158 | $176.7M | $960K |
| 9 | NATIONAL ELECTRICAL CONTRACTORS ASSN. NATIONAL ELECTRICAL CONTRACTORS ASSN. 401(K) PLAN | WASHINGTON DC | 95 | $23.0M | $741K |
| 10 | METROPOLITAN DEVELOPMENT COUNCIL METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN | TACOMA WA | 159 | $6.1M | $511K |
