Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Equity Income Inv Mutual Fund in their Schedule of Assets, totaling $2.9M 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 | ANNIN & CO ANNIN & CO 401(K) RETIREMENT PLAN | NEW PROVIDENCE NJ | 332 | $19.2M | $1.1M |
| 2 | EXB SOLUTIONS, INC. EXB SOLUTIONS INC 401(K) PROFIT SHARING PLAN | PLYMOUTH MN | 187 | $16.9M | $1.1M |
| 3 | AER LINGUS LIMITED AER LINGUS 401(K) PLAN |
| 76 |
| $25.6M |
| $352K |
| 4 | VAN WAGNER GROUP, LLC VAN WAGNER GROUP, LLC RETIREMENT SAVINGS PLAN | NEW YORK NY | 160 | $37.1M | $247K |
| 5 | MOSAIC TECHNOLOGIES GROUP MOSAIC TECHNOLOGIES GROUP 401(K) PLAN | FULTON MD | 0 | $10.2M | $54K |
| 6 | CARUSO HOMES, INC. CARUSO HOMES EMPLOYEE 401(K) PLAN | CROFTON MD | 106 | $4.9M | $44K |
