Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund " in their Schedule of Assets, totaling $87.4M 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 | PRISMA HEALTH PRISMA HEALTH RETIREMENT SAVINGS PLAN | GREENVILLE SC | 32,659 | $2.2B | $51.8M |
| 2 | PRISMA HEALTH PRISMA HEALTH 401(A) PLAN | GREENVILLE SC | 32,432 | $938.6M | $22.9M |
| 3 | NCL BAHAMAS LTD. NCLC 401(K) PLAN | MIAMI FL |
| 4,828 |
| $330.3M |
| $7.3M |
| 4 | BERNSTEIN SHUR SAWYER & NELSON P.A. BERNSTEIN SHUR SAWYER & NELSON P.A. 401(K) PLAN | PORTLAND ME | 201 | $136.6M | $3.6M |
| 5 | G.O. CARLSON, INC. G.O. CARLSON, INC. SALARIED EMPLOYEES PENSION PLAN | OIL CITY PA | 144 | $33.4M | $800K |
| 6 | G.O. CARLSON, INC. G.O. CARLSON, INC. HOURLY EMPLOYEES' PENSION PLAN FOR REPRESENTED EMPLOYEES | OIL CITY PA | 129 | $24.0M | $572K |
| 7 | YOKOHAMA TWS NORTH AMERICA, INC. YOKOHAMA TWS NORTH AMERICA, INC. SAVINGS PLAN | WAKEFIELD MA | 356 | $24.3M | $165K |
| 8 | OUR WORLD NEIGHBORHOOD CHARTER SCHOOL OUR WORLD NEIGHBORHOOD CHARTER SCHOOL 401(K) PLAN | ASTORIA NY | 184 | $14.9M | $139K |
| 9 | INTELEPEER CLOUD COMMUNICATIONS, LLC INTELEPEER CLOUD COMMUNICATIONS, LLC 401(K) PLAN | CENTENNIAL CO | 272 | $15.3M | $96K |
| 10 | DONALD B. REMMEY, INC. DONALD B. REMMEY INC. 401K PLAN | LEHIGHTON PA | 162 | $4.6M | $83K |
