Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Diversified Mid-Cap Growth Mutual Fund in their Schedule of Assets, totaling $35.1M 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 | OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES OASIS RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 84,093 | $2.1B | $31.1M |
| 2 | LECHASE CONSTRUCTION SERVICES, LLC LECHASE COMPANIES 401(K) SALARY SAVINGS TRUST | ROCHESTER NY | 547 | $100.9M | $2.8M |
| 3 | SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. |
FRESNO CA |
| 187 |
| $52.4M |
| $923K |
| 4 | AZPERIO AZPERIO 401(K) PLAN | SCOTTSDALE AZ | 108 | $8.4M | $127K |
| 5 | GRITSTONE BIO, INC. GRITSTONE BIO 401(K) PLAN | EMERYVILLE CA | 3 | $17.5M | $73K |
| 6 | THE BROOKINGS INSTITUTION BROOKINGS SAVINGS AND RETIREMENT PLAN | WASHINGTON DC | 495 | $260.2M | $65K |
| 7 | STEUBEN CHURCHPEOPLE AGAINST POVERTY INC DBA ARBOR HOUSING DEVELOPMENT ARBOR HOUSING & DEVELOPMENT 401(K) RETIREMENT PLAN | CORNING NY | 116 | $3.6M | $46K |
