Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Equity Income Inv in their Schedule of Assets, totaling $2.6M 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 | MARS HOLDINGS, LLC MARS SUPER MARKETS, INC. 401(K) RETIREMENT PLAN | BALTIMORE MD | 13 | $20.7M | $1.8M |
| 2 | TECH USA, LLC TECH USA, LLC 401 K PLAN | MILLERSVILLE MD | 453 | $17.1M | $647K |
| 3 | REID MIDDLETON INC REID MIDDLETON, INC. 401(K) RETIREMENT PLAN |
EVERETT WA |
| 81 |
| $35.0M |
| $166K |
| 4 | WEST SIDE MONTESSORI SCHOOL WEST SIDE MONTESSORI SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 86 | $10.8M | $14K |
| 5 | CONSOLIDATED CRANE COMPANY, INC. CONSOLIDATED CRANE COMPANY, INC. 401(K) PLAN | HOUSTON TX | 114 | $6.0M | $7K |
