Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Mutual Fund in their Schedule of Assets, totaling $4.3M 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 | CHILDREN'S LAW CENTER OF CALIFORNIA CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN | MONTEREY PARK CA | 566 | $71.5M | $2.2M |
| 2 | STAFFPAY, INC. EMPLICITY 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 3,170 | $66.3M | $1.0M |
| 3 | MACKAY MITCHELL ENVELOPE COMPANY, LLC |
MINNEAPOLIS MN |
| 212 |
| $14.9M |
| $372K |
| 4 | VIRGINIA INDUSTRIES, INC. VIRGINIA INDUSTRIES RETIREMENT PLAN | ROCKY HILL CT | 21 | $9.2M | $265K |
| 5 | HELLMAN & FRIEDMAN LLC HELLMAN & FRIEDMAN PROFIT SHARING & 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 152 | $101.8M | $221K |
| 6 | AXIS GLOBAL SYSTEMS LLC DBA AXIS GLOBAL LOGISTICS AXIS GLOBAL LOGISTICS 401(K) PLAN | EAST RUTHERFORD NJ | 188 | $4.4M | $167K |
| 7 | MARIANI PACKING COMPANY, INC. MARIANI PACKING COMPANY, INC. PROFIT SHARING 401(K) PLAN | VACAVILLE CA | 413 | $26.4M | $71K |