Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T.Rowe Price Institutional Small Cap Stock Fund * in their Schedule of Assets, totaling $259.2M 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 | L'OREAL USA, INC. L'OREAL USA, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | BERKELEY HEIGHTS NJ | 8,887 | $2.0B | $72.8M |
| 2 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $47.3M |
| 3 | DARTMOUTH-HITCHCOCK CLINIC DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN |
LEBANON NH |
| 10,995 |
| $971.5M |
| $41.4M |
| 4 | DARTMOUTH HEALTH DARTMOUTH-HITCHCOCK RETIREMENT PLAN | LEBANON NH | 9,655 | $1.1B | $41.2M |
| 5 | GREENBERG TRAURIG, PA GREENBERG TRAURIG 401(K) PLAN | DORAL FL | 3,961 | $1.6B | $33.9M |
| 6 | JOHNSON OUTDOORS INC. JOHNSON OUTDOORS RETIREMENT AND SAVINGS PLAN | RACINE WI | 959 | $172.2M | $11.8M |
| 7 | FGS GLOBAL INC. FGS GLOBAL SAVINGS & INVESTMENT PLAN | WASHINGTON DC | 703 | $160.0M | $4.2M |
| 8 | AQUARION WATER COMPANY SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY | BRIDGEPORT CT | 381 | $108.0M | $3.0M |
| 9 | SALONCENTRIC, INC. SALONCENTRIC INC. 401(K) PLAN | BERKELEY HEIGHTS NJ | 3,636 | $167.4M | $1.8M |
| 10 | ZIGNEGO COMPANY, INC. ZIGNEGO COMPANY, INC. PROFIT SHARING PLAN | PEWAUKEE WI | 163 | $23.8M | $753K |
