Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding T. Rowe Price Equity Income Fund Mutual fund in their Schedule of Assets, totaling $91.6M 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 | CHILDREN'S HOSPITAL LOS ANGELES CHILDRENS HOSPITAL LOS ANGELES EMPLOYEES' 401(K) PLAN | LOS ANGELES CA | 8,208 | $821.1M | $47.6M |
| 2 | ABX AIR, INC. ABX AIR, INC. PILOTS INVESTMENT PLAN | WILMINGTON OH | 307 | $223.2M | $9.9M |
| 3 | CHILDRENS HOSPITAL LOS ANGELES CHILDRENS HOSPITAL LOS ANGELES EMPLOYEES 403 (B) PLAN |
LOS ANGELES CA |
| 7,844 |
| $155.5M |
| $8.2M |
| 4 | BOARD OF TRUSTEES I.B.E.W. LOCAL UNION NO. 90 ANNUITY FUND LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN | WALLINGFORD CT | 649 | $96.2M | $4.7M |
| 5 | BAY STATE MILLING COMPANY THE BAY STATE MILLING COMPANY RETIREMENT PLAN | QUINCY MA | 629 | $92.0M | $3.6M |
| 6 | COPT DEFENSE PROPERTIES, LP COPT DEFENSE PROPERTIES, LP EMPLOYEE RETIREMENT SAVINGS PLAN | COLUMBIA MD | 423 | $108.7M | $2.9M |
| 7 | PREMIER ORTHOPAEDIC AND SPORTS MEDICINE ASSOCIATES, LTD. PREMIER ORTHOPAEDIC AND SPORTS MEDICINE ASSOCIATES LTD. 401K PROFIT SHARING PLAN | NEWTOWN SQUARE PA | 264 | $105.2M | $2.0M |
| 8 | MARKETAXESS CORPORATION MARKETAXESS CORPORATION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 580 | $149.3M | $2.0M |
| 9 | M H WHITTIER CORPORATION M H WHITTIER CORPORATION SAVINGS PLAN | PASADENA CA | 242 | $108.2M | $1.8M |
| 10 | AMERICAN INDUSTRIAL TRANSPORT INC AMERICAN INDUSTRIAL TRANSPORT, INC. SAVINGS AND INVESTMENT PLAN | ST. CHARLES MO | 886 | $43.5M | $1.4M |
