Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Dividend Growth Adv Mutual fund in their Schedule of Assets, totaling $6.3M 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 | MARSHALL FARMS GROUP LTD MARSHALL FARMS GROUP LTD 401(K) PROFIT SHARING PLAN | NORTH ROSE NY | 226 | $74.4M | $4.7M |
| 2 | GEHRING TRICOT CORP. GEHRING TRICOT CORP. 401(K) RETIREMENT SAVINGS PLAN | DOLGEVILLE NY | 130 | $10.6M | $988K |
| 3 | NATURAL ORGANICS, INC. NATURAL ORGANICS, INC. 401(K) PLAN |
MELVILLE NY |
| 423 |
| $30.9M |
| $407K |
| 4 | CHRISTIAN RETIREMENT SERVICES INC CHRISTIAN RETIREMENT SERVICES INC TAX DEFERRED SAVINGS & RETIREMENT PLAN | IOWA CITY IA | 351 | $12.1M | $120K |
| 5 | EDEN ROC MANAGEMENT LLC EDEN ROC MANAGEMENT LLC 401(K) PLAN | MIAMI BEACH FL | 61 | $1.3M | $3K |
