Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding T. Rowe Price** Capital Appreciation in their Schedule of Assets, totaling $178.0M 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 | PANDA RESTAURANT GROUP, INC. PANDA RETIREMENT PLAN | ROSEMEAD CA | 56,227 | $609.8M | $52.0M |
| 2 | BOARD OF TRUSTEES OF THE RETIREMENT PLAN RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 | WAUKESHA WI | 1,960 | $374.0M | $51.6M |
| 3 | MAUI JIM, INC. |
PEORIA IL |
| 611 |
| $142.6M |
| $15.7M |
| 4 | GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION, INC WETA 403(B) TAX DEFERRED SAVINGS PLAN | ARLINGTON VA | 411 | $109.3M | $15.0M |
| 5 | CHURCH MUTUAL INSURANCE COMPANY, S.I. CHURCH MUTUAL SALARY SAVINGS PLAN AND TRUST (401(K) PLAN) | MERRILL WI | 1,128 | $165.2M | $7.4M |
| 6 | ARKANSAS CHILDREN'S, INC ARKANSAS CHILDREN'S RETIREMENT PLAN | LITTLE ROCK AR | 5,495 | $445.7M | $5.2M |
| 7 | IMA FINANCIAL GROUP, INC. IMA FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WICHITA KS | 2,726 | $317.2M | $4.5M |
| 8 | A. DUDA & SONS, INC. A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN | OVIEDO FL | 1,144 | $128.7M | $3.9M |
| 9 | APEX SYSTEMS, LLC CONTRACT EMPLOYEE RETIREMENT SAVINGS PLAN | GLEN ALLEN VA | 21,810 | $231.8M | $3.7M |
| 10 | AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN | FISHERSVILLE VA | 2,826 | $115.8M | $3.6M |
