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 T. Rowe Price All-Cap Opportunities Fund in their Schedule of Assets, totaling $5.7M 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 | EJOT ATF, LP EJOT ATF, LP WELLNESS & SAVINGS PLAN | LINCOLNWOOD IL | 319 | $27.7M | $3.8M |
| 2 | DORIS DUKE MANAGEMENT FOUNDATION DORIS DUKE MANAGEMENT FOUNDATION 401(K) PLAN | NEW YORK NY | 116 | $50.3M | $1.8M |
| 3 | BARTOLOTTA MANAGEMENT GROUP, INC. BARTOLOTTA MANAGEMENT GROUP 401(K) PLAN |
MILWAUKEE WI |
| 623 |
| $3.0M |
| $184K |
