Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T.Rowe Price Financial Services Fund Mutual Fund in their Schedule of Assets, totaling $829K 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 | MANGAN, INC. MANGAN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LONG BEACH CA | 375 | $85.8M | $346K |
| 2 | SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE SCI-ARC RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 98 | $21.1M | $186K |
| 3 | NATIONAL RETAIL SYSTEMS, INC. NATIONAL RETAIL SYSTEMS, INC. 401(K) PLAN |
NORTH BERGEN NJ |
| 736 |
| $40.5M |
| $120K |
| 4 | NEW YORK INDEPENDENT SYSTEM OPERATOR, INC. NEW YORK INDEPENDENT SYSTEM, INC. 401(K) RETIREMENT PLAN | RENSSELAER NY | 628 | $321.5M | $97K |
| 5 | DOCKER, INC. DOCKER 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 315 | $14.2M | $81K |
