Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Mid-Cap Value Inv Mutual Fund in their Schedule of Assets, totaling $5.2M 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 | APPLIED CONTROL ENGINEERING INC APPLIED CONTROL ENGINEERING INC. 401(K) RETIREMENT PLAN | NEWARK DE | 199 | $35.4M | $1.8M |
| 2 | OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 280 | $67.1M | $1.0M |
| 3 | WINDSOR ELECTRIC CO INC WINDSOR ELECTRIC CO INC 401(K) RETIREMENT PLAN |
OWINGS MILLS MD |
| 158 |
| $70.7M |
| $1.0M |
| 4 | EXB SOLUTIONS, INC. EXB SOLUTIONS INC 401(K) PROFIT SHARING PLAN | PLYMOUTH MN | 187 | $16.9M | $853K |
| 5 | REGIONAL AMBULANCE SERVICES, INC. REGIONAL AMBULANCE SERVICES, INC. 401(K) PLAN | RENO NV | 485 | $20.2M | $257K |
| 6 | WHITE'S FARM SUPPLY INC WHITE'S FARM SUPPLY INC EMPLOYEE'S PROFIT SHARING AND RETIREMENT PLAN | CANASTOTA NY | 112 | $10.1M | $188K |
