Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price Mid-Cap Value Fund Advisor Class in their Schedule of Assets, totaling $4.9M 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 | NATIONAL HERITAGE ACADEMIES, INC. NATIONAL HERITAGE ACADEMIES, INC. RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 6,715 | $307.3M | $4.9M |
