Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T.Rowe Price Financial Services Fund in their Schedule of Assets, totaling $1.0M 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 | PALOMA PARTNERS MANAGEMENT COMPANY PALOMA PARTNERS RETIREMENT PLAN | GREENWICH CT | 72 | $80.8M | $400K |
| 2 | THE BARABOO BANCORPORATION, INC. THE BARABOO BANCORPORATION, INC. 401K PROFIT SHARING PLAN | BARABOO WI | 89 | $19.9M | $342K |
| 3 | ELBIT SYSTEMS OF AMERICA, LLC |
FORT WORTH TX |
| 3,219 |
| $465.6M |
| $128K |
| 4 | VEROS SOFTWARE, INC. VEROS SOFTWARE, INC. 401(K) PLAN | SANTA ANA CA | 114 | $10.2M | $109K |
| 5 | HEADLANDS TECH ORGANIZATION, LLC HEADLANDS TECH ORGANIZATION, LLC | CHICAGO IL | 115 | $25.7M | $32K |
| 6 | PRESTON HEALTH SERVICES, INC. PRESTON HEALTH SERVICES, INC. RETIREMENT PLAN | CENTRE AL | 695 | $9.2M | $3K |
| 7 | L. J. ASSOCIATES, INC. L.J. ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | LATROBE PA | 76 | $17.8M | $2K |
| 8 | MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC 401(K) PLAN | PHILADELPHIA PA | 113 | $23.5M | $2K |
