Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Funds Capital Appreciation Fund in their Schedule of Assets, totaling $5.5M 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 | ASYST TECHNOLOGIES L.P. ASYST TECHNOLOGIES RETIREMENT SAVINGS PLAN | KENOSHA WI | 124 | $13.3M | $2.4M |
| 2 | MECHANICAL TOOL & ENGINEERING CO. MTE EMPLOYEE SAVINGS AND RETIREMENT PLAN | ROCKFORD IL | 249 | $30.5M | $1.7M |
| 3 | SCHLOSSMANN AUTOMOTIVE GROUP, INC. |
GREENFIELD WI |
| 237 |
| $30.1M |
| $1.4M |
