Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Equity Index 500 Mutual Fund in their Schedule of Assets, totaling $16.0M 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 | BOARD OF TRUSTEES UA LOCAL 125 RETIREMENT SAVINGS PLAN UA LOCAL 125 RETIREMENT SAVINGS PLAN | CEDAR RAPIDS IA | 1,077 | $164.4M | $14.3M |
| 2 | EXZAC, INC. EXZAC, INC RETIREMENT PLAN | JERSEY CITY NJ | 139 | $14.5M | $1.1M |
| 3 | TECH USA GOVERNMENT SOLUTIONS LLC TECH USA GOVERNMENT SOLUTIONS LLC 401(K) PLAN |
MILLERSVILLE MD |
| 240 |
| $11.9M |
| $634K |
