Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Capital Appreciation Mutual funds in their Schedule of Assets, totaling $3.2M 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 | MAGNESITA REFRACTORIES COMPANY PENSION PLAN FOR EMPLOYEES OF MAGNESITA REFRACTORIES COMPANY | YORK PA | 77 | $71.3M | $2.1M |
| 2 | TM PAY, INC. TM PAY, INC. 401(K) PLAN | INDEPENDENCE MO | 416 | $24.7M | $809K |
| 3 | WESTON INVESTMENT COMPANY, LLC DBA AMERICAN PROPERTY MANAGEMENT |
PORTLAND OR |
| 156 |
| $11.3M |
| $244K |
| 4 | CRISPIN, PORTER+ BOGUSKY, LLC CRISPIN, PORTER+ BOGUSKY LLC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 0 | $0 | $70K |
