Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price Funds T. Rowe Price Cap Apprec Fd in their Schedule of Assets, totaling $366K 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 | BARTOLOTTA MANAGEMENT GROUP, INC. BARTOLOTTA MANAGEMENT GROUP 401(K) PLAN | MILWAUKEE WI | 623 | $3.0M | $366K |
