Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding T.Rowe Price Dividend Growth Mutual Fund in their Schedule of Assets, totaling $49.9M 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 | BANK OF NOVA SCOTIA RETIREMENT PLAN FOR EMPLOYEES OF SCOTIABANK U. S. 401(K) | — | 1,417 | $492.6M | $20.2M |
| 2 | PC CONNECTION, INC. CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN | MERRIMACK NH | 2,596 | $438.8M | $17.7M |
| 3 | MB2 DENTAL SOLUTIONS MB2 DENTAL SOLUTIONS 401(K) PLAN |
CARROLLTON TX |
| 9,593 |
| $169.6M |
| $1.8M |
| 4 | SYMBOTIC LLC SYMBOTIC LLC 401(K) PLAN | WILMINGTON MA | 1,681 | $89.7M | $1.6M |
| 5 | MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 71 | $58.7M | $1.6M |
| 6 | HUMAN RESOURCES, INC. HUMAN RESOURCES, INC. RETIREMENT SAVINGS PLAN | CROFTON MD | 1,102 | $99.4M | $1.5M |
| 7 | ICR, LLC ICR, LLC 401(K) PLAN | NORWALK CT | 343 | $60.5M | $861K |
| 8 | BERG EUROPIPE HOLDING CORP. BERG PIPE 401(K) INCENTIVE SAVINGS & RETIREMENT PLAN | PANAMA CITY FL | 420 | $55.7M | $846K |
| 9 | RANCHO RESEARCH INSTITUTE RANCHO RESEARCH INSTITUTE 401(K) RETIREMENT PLAN | DOWNEY CA | 136 | $16.1M | $669K |
| 10 | JACKSON IRON & METAL COMPANY, INC. JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN | JACKSON MS | 192 | $16.2M | $528K |
