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 Index 500 Inv Mutual Fund in their Schedule of Assets, totaling $9.5M 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 | OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 280 | $67.1M | $6.3M |
| 2 | EXB SOLUTIONS, INC. EXB SOLUTIONS INC 401(K) PROFIT SHARING PLAN | PLYMOUTH MN | 187 | $16.9M | $1.6M |
| 3 | REGIONAL AMBULANCE SERVICES, INC. REGIONAL AMBULANCE SERVICES, INC. 401(K) PLAN |
RENO NV |
| 485 |
| $20.2M |
| $969K |
| 4 | SEEMANN COMPOSITES, LLC SEEMANN COMPOSITES, LLC 401(K) PLAN | GULFPORT MS | 219 | $21.5M | $448K |
| 5 | CARUSO HOMES, INC. CARUSO HOMES EMPLOYEE 401(K) PLAN | CROFTON MD | 106 | $4.9M | $154K |
