Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding T.Rowe Price Diversified Mid Cap Gr I in their Schedule of Assets, totaling $17.3M 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 | PILOT TRAVEL CENTERS LLC PILOT TRAVEL CENTERS LLC 401(K) PLAN | KNOXVILLE TN | 29,888 | $506.9M | $7.4M |
| 2 | NATIONAL FEDERATION OF INDEPENDENT BUSINESS, INC. NATIONAL FEDERATION OF INDEPENDENT BUSINESS RETIREMENT SAVINGS PLAN | NASHVILLE TN | 596 | $113.5M | $4.3M |
| 3 | HINCKLEY, ALLEN & SNYDER LLP |
PROVIDENCE RI |
| 365 |
| $177.6M |
| $2.4M |
| 4 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | DURHAM NC | 401 | $70.7M | $1.2M |
| 5 | IMAGINE ONE TECHNOLOGY & MANAGEMENT, LTD. IMAGINE ONE, LTD. 401(K) & PROFIT SHARING PLAN | LEXINGTON PARK MD | 276 | $24.7M | $726K |
| 6 | STARKWEATHER & SHEPLEY INSURANCE BROKERAGE, INC. STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. & SUBSIDIARIES 401K & PROFIT SHARING PLAN | EAST PROVIDENCE RI | 324 | $84.8M | $415K |
| 7 | STUDENT TRANSPORTATION OF AMERICA, INC. STUDENT TRANSPORTATION OF AMERICA, INC. 401K SAVINGS PLAN | WALL NJ | 12,565 | $48.1M | $329K |
| 8 | SOLACE HEALTHCARE, INC. SOLACE HEALTHCARE, INC. 401(K) PLAN | DENVER CO | 606 | $16.5M | $186K |
| 9 | J.N. WHITE ASSOCIATES, INC. JN WHITE ASSOCIATES INC PROFIT SHARING PLAN | PERRY NY | 106 | $10.8M | $172K |
| 10 | WIND TURBINE AND ENERGY CABLES CORP. WIND TURBINE AND ENERGY CABLES 401(K) PLAN | HASBROUCK HEIGHTS NJ | 291 | $10.1M | $170K |
