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 US Sm Gr Eq I in their Schedule of Assets, totaling $1.8M 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 | WORLD INSURANCE ASSOCIATES LLC WORLD RETIREMENT PLAN | ISELIN NJ | 2,777 | $149.2M | $480K |
| 2 | A. MORTON THOMAS AND ASSOCIATES, INC. A. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN | ROCKVILLE MD | 509 | $77.8M | $454K |
| 3 | KS ENGINEERS, P.C. KS ENGINEERS, P.C. 401(K) RETIREMENT PLAN |
NEWARK NJ |
| 281 |
| $35.8M |
| $421K |
| 4 | FIRST NATION GROUP LLC FIRST NATION GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | NICEVILLE FL | 103 | $11.4M | $184K |
| 5 | CEC CORPORATION CEC CORPORATION 401(K) PLAN | OKLAHOMA CITY OK | 254 | $17.8M | $138K |
| 6 | BTG SPECIALTY PHARMACEUTICALS BTG INTERNATIONAL INC. PROFIT SHARING 401(K) PLAN | WEST CONSHOHOCKEN PA | 106 | $22.5M | $124K |
| 7 | NASHVILLE PREDATORS HOCKEY CLUB NASHVILLE PREDATORS HOCKEY CLUB 401(K) PROFIT SHARING PLAN | NASHVILLE TN | 317 | $24.4M | $11K |
