Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Dividend Growth Fund; I Class Mutual Fund in their Schedule of Assets, totaling $7.2M 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 | TOM TOM NORTH AMERICA TOM TOM NORTH AMERICA 401(K) PLAN | LEBANON NH | 178 | $91.2M | $5.6M |
| 2 | SIMONA AMERICA GROUP INC. SIMONA AMERICA GROUP 401(K) PROFIT SHARING PLAN | ARCHBALD PA | 352 | $23.3M | $590K |
| 3 | MATTER SURFACES, INC. MATTER SURFACES, INC. 401(K) PLAN |
STOUGHTON MA |
| 138 |
| $18.5M |
| $372K |
| 4 | API HEAT TRANSFER INC. API HEAT TRANSFER INC. 401(K) PLAN | BUFFALO NY | 371 | $52.0M | $334K |
| 5 | GRAY METAL PRODUCTS INC GRAY METAL PRODUCTS INC 401(K) PROFIT SHARING PLAN & TRUST | AVON NY | 150 | $3.2M | $164K |
| 6 | MORSECORP, INC. MORSECORP INC 401(K) PROFIT SHARING PLAN AND TRUST | CAMBRIDGE MA | 151 | $14.0M | $110K |
| 7 | A.B. PROPERTY SERVICES, INC. DBA HAPPY FLOORS HAPPY FLOORS / CERAMIC TECHNICS 401(K) PLAN | MIAMI FL | 376 | $10.0M | $82K |
