Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding T. Rowe Price Equity–Income Mutual Fund in their Schedule of Assets, totaling $19.6M 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 | MID-OHIO EMERGENCY SERVICES, LLC MID-OHIO EMERGENCY SERVICES, LLC 401(K) PLAN AND TRUST | COLUMBUS OH | 160 | $99.6M | $4.5M |
| 2 | PCB PIEZOTRONICS, INC. PCB PIEZOTRONICS AND AFFILIATED COMPANIES RETIREMENT SAVINGS PLAN | DEPEW NY | 1,318 | $132.0M | $3.6M |
| 3 | MILL CREEK RESIDENTIAL TRUST LLC |
DALLAS TX |
| 1,325 |
| $149.8M |
| $3.3M |
| 4 | CENTRIC BRANDS HOLDING LLC CENTRIC BRANDS 401(K) PLAN | NEW YORK NY | 1,491 | $180.9M | $2.4M |
| 5 | COLUMBIA INTERNATIONAL UNIVERSITY COLUMBIA INTERNATIONAL UNIVERSITY 401(K) PLAN | COLUMBIA SC | 434 | $30.4M | $2.1M |
| 6 | NATURAL ORGANICS, INC. NATURAL ORGANICS, INC. 401(K) PLAN | MELVILLE NY | 423 | $30.9M | $1.2M |
| 7 | GREENS FARMS ACADEMY, INC. GREENS FARMS ACADEMY DEFINED CONTRIBUTION PLAN | WESTPORT CT | 292 | $63.7M | $672K |
| 8 | MILLWORK HOLDINGS CO., INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 496 | $62.3M | $622K |
| 9 | NORTHERN MONTANA HOSPITAL NORTHERN MONTANA HOSPITAL 403(B) PLAN | HAVRE MT | 555 | $18.5M | $549K |
| 10 | LF DISTRIBUTION HOLDING INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 478 | $68.6M | $444K |
