Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Capital Appreciation N/R* in their Schedule of Assets, totaling $9.4M 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 | EMIGRANT BANK EMPLOYEES' INCENTIVE SAVINGS PLAN OF EMIGRANT BANK | MIAMI FL | 485 | $162.3M | $2.9M |
| 2 | EMIGRANT BANK EMPLOYEES' INCENTIVE SAVINGS PLAN OF EMIGRANT BANK | MIAMI FL | 501 | $129.4M | $2.6M |
| 3 | ELLWOOD CRANKSHAFT AND MACHINE COMPANY ELLWOOD CRANKSHAFT GROUP 401(K) SAVINGS PLAN |
HERMITAGE PA |
| 302 |
| $62.9M |
| $2.6M |
| 4 | AIR LIFT COMPANY AIR LIFT COMPANY 401(K) RETIREMENT SAVINGS PLAN | LANSING MI | 160 | $15.0M | $1.1M |
| 5 | THE TIME GROUP, INC. THE TIME GROUP 401(K) PLAN | OWINGS MILLS MD | 487 | $18.6M | $108K |
