Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Div-MC-Gr I Fd in their Schedule of Assets, totaling $15.1M 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 | INDUSTRIAL TURNAROUND CORPORATION INDUSTRIAL TURNAROUND CORPORATION 401(K)PLAN | CHESTER VA | 461 | $55.1M | $11.4M |
| 2 | W. M. JORDAN COMPANY, INC. W.M. JORDAN COMPANY, INC. PROFIT SHARING/401(K) PLAN | NEWPORT NEWS VA | 309 | $64.0M | $1.6M |
| 3 | WESTERN STATES REGIONAL COUNCIL OF CARPENTERS |
LOS ANGELES CA |
| 294 |
| $23.4M |
| $945K |
| 4 | THE RETIREMENT ADVANTAGE THE RETIREMENT ADVANTAGE, INC. 401K PLAN | APPLETON WI | 174 | $17.2M | $443K |
| 5 | KELLOGG COMMUNITY CREDIT UNION KELLOGG COMMUNITY CREDIT UNION 401K SAVINGS PLAN | BATTLE CREEK MI | 161 | $13.8M | $227K |
| 6 | STRATEGIC HEALTH PARTNERS, INC. STRATEGIC HEALTH PARTNERS, INC. 401(K) PLAN | KENNESAW GA | 134 | $24.1M | $221K |
| 7 | CONTENTSTACK INC. CONTENTSTACK INC. 401(K) PLAN | SAN FRANCISCO CA | 132 | $8.3M | $188K |
| 8 | VINE DINING ENTERPRISES, INC. VINE HOSPITALITY 401(K) PLAN | SAN JOSE CA | 320 | $2.1M | $104K |
