Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding T. Rowe Price Diversified Mid-Cap Growth Fund in their Schedule of Assets, totaling $11.4M 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 | SYPRIS SOLUTIONS, INC. SYPRIS SOLUTIONS 401(K) MERGED RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 302 | $70.5M | $4.7M |
| 2 | EIIF MANAGEMENT USA, INC. THE EIIF MANAGEMENT USA, INC. RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 1,079 | $66.1M | $1.3M |
| 3 | BEACON POINTE ADVISORS, LLC |
NEWPORT BEACH CA |
| 569 |
| $54.2M |
| $918K |
| 4 | CREW TRAINING INTERNATIONAL, INC. CREW TRAINING INTERNATIONAL, INC, 401K PLAN | MEMPHIS TN | 458 | $38.4M | $832K |
| 5 | NYRSTAR CLARKSVILLE INC. NYRSTAR HOURLY 401(K) PLAN | CLARKSVILLE TN | 640 | $34.1M | $750K |
| 6 | ACADIA PHARMACEUTICALS INC. ACADIA PHARMACEUTICALS 401(K) PLAN AND TRUST | SAN DIEGO CA | 644 | $142.5M | $688K |
| 7 | FERNANDEZ HOLDINGS, INC. FERNANDEZ HOLDINGS, INC. 401(K) PLAN | PACIFIC PALISADES CA | 3,228 | $121.4M | $535K |
| 8 | WINMARK CORPORATION WINMARK CORPORATION 401(K) SAVINGS PLAN | MINNEAPOLIS MN | 91 | $22.8M | $533K |
| 9 | EVANS MANAGEMENT GROUP, LLC EVANS MANAGEMENT GROUP 401(K) RETIREMENT PLAN | ORANGEBURG SC | 236 | $20.9M | $263K |
| 10 | ES OPCO USA LLC VESERIS 401(K) SAVINGS PLAN | AUSTIN TX | 380 | $56.9M | $261K |
