Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Equity Income Registered Investment Company in their Schedule of Assets, totaling $1.5M 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 | BERKSHIRE SCHOOL, INC. TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BERKSHIRE SCHOOL | SHEFFIELD MA | 179 | $65.9M | $740K |
| 2 | PEXCO, LLC PEXCO LLC RETIREMENT SAVINGS PLAN | JOHNS CREEK GA | 619 | $38.1M | $398K |
| 3 | KEUKA COLLEGE KEUKA COLLEGE RETIREMENT PLAN |
KEUKA PARK NY |
| 193 |
| $43.9M |
| $396K |
| 4 | MANHATTAN CAPITAL CORPORATION IRISH 401(K) RETIREMENT PLAN | ROSEMEAD CA | 155 | $11.3M | $15K |
