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 Capital Appreciation Fund in their Schedule of Assets, totaling $16.8M 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 | DOUGLAS DYNAMICS, L.L.C. DOUGLAS DYNAMICS, L.L.C. 401(K) PLAN | MILWAUKEE WI | 1,629 | $157.9M | $8.3M |
| 2 | EJOT ATF, LP EJOT ATF, LP WELLNESS & SAVINGS PLAN | LINCOLNWOOD IL | 319 | $27.7M | $4.4M |
| 3 | ALTO INGREDIENTS, INC. ALTO INGREDIENTS, INC. 401(K) PLAN |
PEKIN IL |
| 434 |
| $80.2M |
| $4.0M |
