Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding T. Rowe Price Equity Income I Mutual fund - in their Schedule of Assets, totaling $7.9M 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 | KIPP FOUNDATION KIPP FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 217 | $37.0M | $2.7M |
| 2 | WEBER DISTRIBUTION, LLC WEBER DISTRIBUTION, LLC 401(K) PLAN | SANTA FE SPRINGS CA | 488 | $18.7M | $1.8M |
| 3 | THE TAFT SCHOOL THE TAFT SCHOOL 403(B) RETIREMENT PLAN |
WATERTOWN CT |
| 258 |
| $120.9M |
| $1.7M |
| 4 | WHEEL PROS, LLC WHEEL PROS, LLC 401(K) RETIREMENT PLAN | GREENWOOD VILLAGE CO | 932 | $84.8M | $565K |
| 5 | ACUTEC PRECISION AEROSPACE, INC. ACUTEC PRECISION AEROSPACE, INC. 401(K) PROFIT SHARING PLAN | MEADVILLE PA | 477 | $23.7M | $529K |
| 6 | SCOTT EQUIPMENT COMPANY SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN | NEW PRAGUE MN | 154 | $24.2M | $283K |
| 7 | PAN-PACIFIC HOLDINGS CORPORATION PAN-PACIFIC HOLDINGS CORPORATION SAVINGS RETIREMENT PLAN | FOUNTAIN VALLEY CA | 239 | $17.6M | $143K |
| 8 | HUNT FOREST PRODUCTS, L.L.C. HUNT FOREST PRODUCTS, L.L.C. SALARY INVESTMENT RETIREMENT PLAN | RUSTON LA | 666 | $37.9M | $87K |
| 9 | THE BOSWORTH COMPANY THE BOSWORTH COMPANY EMPLOYEES THRIFT PLAN | MIDLAND TX | 256 | $21.3M | $53K |
