Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 85 U.S. retirement plans report holding T.Rowe Price Mid Cap Value Fund in their Schedule of Assets, totaling $181.6M 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 | NEBRASKA MEDICINE NEBRASKA MEDICINE RETIREMENT PLAN - BASE AND MATCHING CONTRIBUTIONS | OMAHA NE | 10,573 | $918.6M | $31.4M |
| 2 | CHARTER MANUFACTURING COMPANY, INC. CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN | MEQUON WI | 2,332 | $503.3M | $13.3M |
| 3 | EDUCATION MINNESOTA |
ST. PAUL MN |
| 160 |
| $129.4M |
| $10.9M |
| 4 | RS&H, INC. RS&H, INC. 401(K)PLAN | JACKSONVILLE FL | 1,702 | $296.4M | $8.0M |
| 5 | UNIVERSAL INSTRUMENTS CORPORATION CBA RETIREMENT SAVINGS PLAN | CONKLIN NY | 301 | $116.3M | $5.8M |
| 6 | VERISIGN, INC. VERISIGN, INC. 401(K) PLAN | RESTON VA | 863 | $568.9M | $5.7M |
| 7 | TKC HOLDINGS, INC. TKC HOLDINGS, INC. RETIREMENT PLAN | ST. LOUIS MO | 4,897 | $281.9M | $5.1M |
| 8 | VALLOUREC HOLDINGS, INC. VALLOUREC NORTH AMERICA RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,881 | $361.2M | $5.0M |
| 9 | ELLWOOD QUALITY STEELS COMPANY ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN | NEW CASTLE PA | 216 | $75.3M | $4.8M |
| 10 | MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN | TYLER TX | 781 | $215.5M | $4.5M |
