Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding T.Rowe Price Mid-Cap Value Fund Mutual Fund in their Schedule of Assets, totaling $138.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OCEANEERING INTERNATIONAL, INC. OCEANEERING RETIREMENT INVESTMENT PLAN | HOUSTON TX | 3,923 | $828.6M | $24.8M |
| 2 | SS&C GIDS, INC. DST SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WINDSOR CT | 2,581 | $1.1B | $23.0M |
| 3 | SS&C TECHNOLOGIES, INC SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN |
WINDSOR CT |
| 11,166 |
| $1.8B |
| $19.7M |
| 4 | COLORADO PERMANENTE MEDICAL GROUP, P.C. COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | DENVER CO | 1,259 | $1.0B | $14.6M |
| 5 | MERCURY GENERAL CORPORATION MERCURY GENERAL CORPORATION PROFIT SHARING PLAN | LOS ANGELES CA | 4,207 | $940.9M | $8.5M |
| 6 | SCIENTIFIC RESEARCH CORPORATION SCIENTIFIC RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | ATLANTA GA | 1,850 | $264.4M | $6.6M |
| 7 | THANEXUS, INC. THANEXUS, INC. RETIREMENT PLAN | WALL NJ | 352 | $125.4M | $4.5M |
| 8 | POWER INTEGRATIONS, INC. POWER INTEGRATIONS, INC. 401(K) PLAN | SAN JOSE CA | 336 | $146.0M | $3.1M |
| 9 | ROBINSON & COLE LLP ROBINSON & COLE SAVINGS PLAN | HARTFORD CT | 388 | $294.3M | $3.0M |
| 10 | CITIZEN WATCH COMPANY OF AMERICA INC. CITIZEN WATCH AMERICA 401(K) AND PROFIT SHARING PLAN | TORRANCE CA | 404 | $115.7M | $3.0M |
