Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T. Rowe Price Mid-Cap Value I Mutual fund - in their Schedule of Assets, totaling $6.2M 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 | KIPP FOUNDATION KIPP FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 217 | $37.0M | $1.5M |
| 2 | TAUCK, INC. TAUCK, INC. 401(K) PROFIT SHARING PLAN | WILTON CT | 493 | $112.6M | $1.0M |
| 3 | BEACHNER CONSTRUCTION COMPANY, INC. BEACHNER EMPLOYEES SAVINGS AND RETIREMENT PLAN |
ST. PAUL KS |
| 275 |
| $20.0M |
| $807K |
| 4 | ART'S RENTAL EQUIPMENT, INC. ART'S RENTAL EQUIPMENT, INC. 401(K) RETIREMENT SAVINGS PLAN & TRUST | NEWPORT KY | 185 | $31.9M | $724K |
| 5 | FOUR STAR FREIGHTLINER, INC. FOUR STAR FREIGHTLINER, INC. 401(K) PLAN | MONTGOMERY AL | 154 | $13.5M | $516K |
| 6 | THE WILL-BURT COMPANY THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN | ORRVILLE OH | 311 | $18.6M | $363K |
| 7 | SMART CITY TELECOMMUNICATIONS LLC SMART CITY TELECOMMUNICATIONS LLC 401(K) PLAN | LAKE BUENA VISTA FL | 361 | $34.4M | $353K |
| 8 | SMITH-EMERY INTERNATIONAL, INC. SMITH-EMERY INTERNATIONAL, INC. 401K PLAN | LOS ANGELES CA | 159 | $13.5M | $263K |
| 9 | ROCCO ALTOBELLI, INC. ROCCO ALTOBELLI, INC. 401(K) PLAN | BURNSVILLE MN | 41 | $8.4M | $239K |
| 10 | ENERGY NORTH, INC. ENERGY NORTH RETIREMENT PLAN | LAWRENCE MA | 933 | $23.7M | $159K |
