Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 86 U.S. retirement plans report holding T.Rowe Price Equity Income Fund in their Schedule of Assets, totaling $261.4M 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 | CAPGEMINI AMERICA, INC. CAPGEMINI SAFE HARBOR 401(K) PLAN | NEW YORK NY | 11,267 | $2.5B | $37.8M |
| 2 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $20.1M |
| 3 | GEP ADMINISTRATIVE SERVICES, LLC GEP ADMINISTRATIVE SERVICES SAVINGS & PROFIT SHARING 401(K) PLAN |
BURBANK CA |
| 860 |
| $199.8M |
| $19.6M |
| 4 | KUEHNE & NAGEL INC. KUEHNE & NAGEL 401(K) PLAN | JERSEY CITY NJ | 6,805 | $507.7M | $16.1M |
| 5 | DARTMOUTH HEALTH DARTMOUTH-HITCHCOCK RETIREMENT PLAN | LEBANON NH | 9,655 | $1.1B | $14.9M |
| 6 | CAPGEMINI AMERICA, INC. CAPGEMINI FINANCIAL SERVICES USA, INC. 401(K) RETIREMENT PLAN | ROSEMONT IL | 5,757 | $519.6M | $14.6M |
| 7 | WORLD KINECT CORPORATION WORLD KINECT CORPORATION 401(K) PROFIT SHARING PLAN | MIAMI FL | 2,431 | $382.7M | $11.9M |
| 8 | THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS,INC. IEEE, INC. SAVINGS AND INVESTMENT PLAN | PISCATAWAY NJ | 1,264 | $622.0M | $11.5M |
| 9 | MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN | TYLER TX | 781 | $215.5M | $11.2M |
| 10 | TWO SIGMA INVESTMENTS, LP TWO SIGMA 401(K) PLAN | NEW YORK NY | 1,668 | $698.4M | $8.7M |
