Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding T. Rowe Price Integrated Us Sm Gr Eq I Mutual fund in their Schedule of Assets, totaling $18.7M 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 | HEARTHSIDE FOOD SOLUTIONS LLC HEARTHSIDE FOOD SOLUTIONS 401(K) PLAN | DOWNERS GROVE IL | 8,997 | $280.1M | $5.4M |
| 2 | OSI SYSTEMS, INC. OSI SYSTEMS, INC. 401(K) SAVINGS PLAN | TORRANCE CA | 1,920 | $269.8M | $3.2M |
| 3 | EGAN COMPANY EGAN COMPANY 401(K) AND PROFIT SHARING PLAN |
CHAMPLIN MN |
| 278 |
| $71.0M |
| $3.0M |
| 4 | MSA PROFESSIONAL SERVICES, INC. MSA PROFESSIONAL SERVICES, INC. SAVINGS PLAN | BARABOO WI | 459 | $91.4M | $2.5M |
| 5 | HARGIS ENGINEERS, INC. HARGIS ENGINEERS 401(K) PLAN | SEATTLE WA | 165 | $43.2M | $1.2M |
| 6 | HUBBELL, ROTH, & CLARK, INC. HUBBELL ROTH & CLARK, INC. 401(K) PLAN | BLOOMFIELD HILLS MI | 296 | $61.8M | $1.1M |
| 7 | TRAFFIC PLANNING AND DESIGN INC. TPD 401(K) PLAN | POTTSTOWN PA | 271 | $36.4M | $905K |
| 8 | PBS ENGINEERING AND ENVIRONMENTAL INC. PBS 401(K) PLAN | PORTLAND OR | 269 | $30.7M | $673K |
| 9 | QUAD KNOPF, INC. QUAD KNOPF, INC. 401(K) SAVINGS PLAN | VISALIA CA | 140 | $23.2M | $415K |
| 10 | PLEX SOLUTIONS, LLC PLEX SOLUTIONS, LLC 401(K) PLAN | BETHESDA MD | 139 | $15.5M | $159K |
