Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Instl Mid-Cap Equity Gr Mutual fund in their Schedule of Assets, totaling $11.2M 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 | MSA PROFESSIONAL SERVICES, INC. MSA PROFESSIONAL SERVICES, INC. SAVINGS PLAN | BARABOO WI | 459 | $91.4M | $4.4M |
| 2 | HUBBELL, ROTH, & CLARK, INC. HUBBELL ROTH & CLARK, INC. 401(K) PLAN | BLOOMFIELD HILLS MI | 296 | $61.8M | $3.2M |
| 3 | DONOHUE & ASSOCIATES INC DONOHUE & ASSOCIATES INC. 401K PLAN |
SHEBOYGAN WI |
| 138 |
| $39.2M |
| $1.5M |
| 4 | TRAFFIC PLANNING AND DESIGN INC. TPD 401(K) PLAN | POTTSTOWN PA | 271 | $36.4M | $943K |
| 5 | QUAD KNOPF, INC. QUAD KNOPF, INC. 401(K) SAVINGS PLAN | VISALIA CA | 140 | $23.2M | $830K |
| 6 | PBS ENGINEERING AND ENVIRONMENTAL INC. PBS 401(K) PLAN | PORTLAND OR | 269 | $30.7M | $310K |
