Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding T.Rowe Price Mid Cap Growth in their Schedule of Assets, totaling $214.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DAIICHI SANKYO, INC. DAIICHI SANKYO, INC. SAVINGS AND RETIREMENT PLAN | BASKING RIDGE NJ | 2,440 | $963.6M | $39.9M |
| 2 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION SHARING RETIREMENT PLAN | SEATTLE WA | 2,156 | $680.1M | $26.1M |
| 3 | SIMPSON GUMPERTZ & HEGER INC. |
WALTHAM MA |
| 765 |
| $464.1M |
| $22.2M |
| 4 | KEMET ELECTRONICS CORPORATION YAGEO GROUP EMPLOYEES' SAVINGS PLAN | FORT LAUDERDALE FL | 675 | $204.9M | $16.4M |
| 5 | J.E. DUNN CONSTRUCTION COMPANY DUNN 401(K) RETIREMENT PLAN | KANSAS CITY MO | 3,352 | $463.3M | $14.4M |
| 6 | MUNSON HEALTHCARE MUNSON 403(B) PLAN | TRAVERSE CITY MI | 8,230 | $485.7M | $12.9M |
| 7 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION EMPLOYEE RETIREMENT PLAN | SEATTLE WA | 2,144 | $336.3M | $12.6M |
| 8 | CONNELL FOLEY, LLP CONNELL FOLEY, LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | ROSELAND NJ | 253 | $145.3M | $9.1M |
| 9 | CONNELL FOLEY, LLP CONNELL FOLEY, LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | ROSELAND NJ | 280 | $126.5M | $8.4M |
| 10 | A. DUDA & SONS, INC. A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN | OVIEDO FL | 1,144 | $128.7M | $7.0M |
