Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Financial Services I in their Schedule of Assets, totaling $832K 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 | AMERISERV FINANCIAL AMERISERV FINANCIAL PENSION PLAN | JOHNSTOWN PA | 110 | $62.5M | $558K |
| 2 | ALLIED PLASTICS, INC. ALLIED PLASTICS, INC. 401(K) PROFIT SHARING PLAN | TWIN LAKES WI | 241 | $18.7M | $231K |
| 3 | URBAN SCIENCE APPLICATIONS, INC. URBAN SCIENCE APPLICATIONS, INC. 401(K) PROFIT SHARING PLAN |
DETROIT MI |
| 512 |
| $161.3M |
| $32K |
| 4 | H.A. MOTORS LLP H.A. MOTORS LLP RETIREMENT PLAN AND TRUST | JACKSONVILLE FL | 461 | $14.6M | $12K |
