Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding T. Rowe Price** Equity Income in their Schedule of Assets, totaling $72.6M 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 | UNIVERSITY OF DENVER UNIVERSITY OF DENVER RETIREMENT PLAN | DENVER CO | 7,091 | $908.8M | $23.6M |
| 2 | BUHLER INC. BUHLER GROUP USA 401(K) PLAN | PLYMOUTH MN | 898 | $147.0M | $9.0M |
| 3 | PROVIDENCE COLLEGE PROVIDENCE COLLEGE 403(B) PLAN |
| 1,010 |
| $393.5M |
| $5.5M |
| 4 | A. DUDA & SONS, INC. A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN | OVIEDO FL | 1,144 | $128.7M | $4.6M |
| 5 | SPROUTS FARMERS MARKETS HOLDINGS, LLC SPROUTS FARMERS MARKETS HOLDINGS, LLC EMPLOYEE 401(K) SAVINGS PLAN | PHOENIX AZ | 35,946 | $264.6M | $4.4M |
| 6 | ENSTAR (US) INC. ENSTAR (US) INC. 401(K) PLAN | ST. PETERSBURG FL | 345 | $134.0M | $3.8M |
| 7 | BA HOLDINGS, INC. BA HOLDINGS, INC. SAVINGS PLAN | RIVERSIDE CA | 816 | $67.6M | $3.2M |
| 8 | WINDELS MARX LANE & MITTENDORF, LLP WINDELS MARX LANE & MITTENDORF, LLP PROFIT SHARING 401(K) PLAN | NEW YORK NY | 219 | $69.2M | $3.1M |
| 9 | LOCAL 354 PLUMBERS & PIPE FITTERS PENSION FUND PLUMBERS & PIPE FITTERS LOCAL 354 PENSION FUND | WEXFORD PA | 1,334 | $135.1M | $2.9M |
| 10 | NAUGATUCK VALLEY RADIOLOGICAL ASSOCIATES, P.C. NAUGATUCK VALLEY RADIOLOGICAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | SOUTHBURY CT | 90 | $36.1M | $1.9M |
