Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Financial Services - in their Schedule of Assets, totaling $5.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STILES CORPORATION STILES CORPORATION 401(K) PLAN | FORT LAUDERDALE FL | 322 | $54.8M | $5.1M |
| 2 | NEB CORPORATION NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN | FOND DU LAC WI | 373 | $87.6M | $515K |
| 3 | THE CUSTOM COMPANIES, INC. THE CUSTOM COMPANIES RETIREMENT SAVINGS PLAN |
NORTHLAKE IL |
| 380 |
| $16.4M |
| $102K |
| 4 | INLAND CELLULAR LLC INLAND CELLULAR LLC 401(K) PLAN & TRUST | ROSLYN WA | 100 | $15.9M | $89K |
| 5 | NATIONAL MOLDING, LLC NATIONAL MOLDING, LLC 401(K) PLAN | MIAMI LAKES FL | 250 | $6.4M | $57K |
| 6 | STERLING PRODUCTS, INC. STERLING PRODUCTS, INC. 401(K) SAVINGS AND RETIREMENT PLAN | NEW BERLIN WI | 274 | $40.7M | $50K |
| 7 | ACTION TARGET, INC. ACTION TARGET, INC. 401(K) PLAN | PROVO UT | 175 | $10.8M | $31K |