Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price Equity Index 500 Mutual funds n/a in their Schedule of Assets, totaling $2.6M 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 | AMS HOLDINGS, LLC ASSET MARKETING SERVICES 401(K) RETIREMENT PLAN | EAGAN MN | 241 | $25.6M | $1.7M |
| 2 | V. SATTUI WINERY, INC. V. SATTUI WINERY 401(K) PROFIT SHARING PLAN | ST. HELENA CA | 117 | $15.0M | $869K |
