Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Mid-Cap Value Fund Registered Investment Company in their Schedule of Assets, totaling $13.0M 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 | TOKIO MARINE NORTH AMERICA INC. TMNA, INC. 401(K) PLAN | JERSEY CITY NJ | 3,098 | $819.7M | $12.0M |
| 2 | IMMEDIATE HEALTH ASSOCIATES, INC. IMMEDIATE HEALTH 401(K) PLAN | WESTERVILLE OH | 85 | $28.0M | $785K |
| 3 | MARC REALTY MARC REALTY 401(K) PLAN |
| 115 |
| $7.5M |
| $169K |
