Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T. Rowe Price Mid-cap Value Fund I in their Schedule of Assets, totaling $5.0M 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 | WILEY & WILSON, INC. WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | LYNCHBURG VA | 186 | $94.4M | $1.8M |
| 2 | NATIONAL MEDICAL SERVICES, INC. NATIONAL MEDICAL SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | HORSHAM PA | 462 | $81.0M | $1.6M |
| 3 | MGS, INC. |
DENVER PA |
| 163 |
| $7.3M |
| $362K |
| 4 | BILL DELUCA CHEVROLET CADILLAC, INC BILL DELUCA COMPANIES 401(K) PLAN | ANDOVER MA | 297 | $40.6M | $346K |
| 5 | SCHMITZ READY MIX, INC. SCHMITZ READY MIX, INC. 401(K) SAVINGS PLAN | MILWAUKEE WI | 153 | $12.0M | $286K |
| 6 | UNIVERSITY VETERINARY SPECIALISTS, INC. UNIVERSITY VETERINARY SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | STAMFORD CT | 138 | $8.3M | $203K |
| 7 | LA CAVA, JACOBSON & GOODIS, P.A. LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST | TAMPA FL | 179 | $12.7M | $189K |
| 8 | POLYFAB LLC POLYFAB LLC EMPLOYEES PROFIT SHARING PLAN | SHEBOYGAN WI | 111 | $8.3M | $82K |
| 9 | COMMUNITY MEMORIAL HOSPITAL COMMUNITY MEMORIAL HOSPITAL, INC. RETIREMENT INCOME PLAN | HAMILTON NY | 75 | $7.5M | $80K |
| 10 | CRIVELLO, NICHOLS & HALL, S.C. CRIVELLO, NICHOLS & HALL, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 110 | $21.9M | $60K |
