Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Financial Services I Mutual Fund in their Schedule of Assets, totaling $58K 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 | TRALIANT OPERATING, LLC. TRALIANT OPERATING, LLC. 401(K) PLAN | SAN FRANCISCO CA | 134 | $6.8M | $23K |
| 2 | BOLL & BRANCH LLC BOLL & BRANCH LLC RETIREMENT TRUST | SUMMIT NJ | 204 | $7.8M | $23K |
| 3 | AMERICAN SUPERCONDUCTOR CORPORATION AMSC 401(K) SAVINGS PLAN |
AYER MA |
| 292 |
| $56.7M |
| $12K |
