Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Mid Cap Value Inv T. Rowe Price 0 in their Schedule of Assets, totaling $3.6M 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 | THE AAGARD GROUP, LLC THE AAGARD GROUP, LLC. 401(K) PS PLAN | ALEXANDRIA MN | 314 | $25.8M | $1.7M |
| 2 | CITIZENS BANK CITIZENS BANK 401K MUKWONAGO WI | MUKWONAGO WI | 143 | $22.2M | $833K |
| 3 | WESTBURY BANK WESTBURY BANK 401K PSP | WAUKESHA |
| 107 |
| $15.9M |
| $600K |
| 4 | BSI ENGINEERING, LLC BSI 401(K) RETIREMENT PLAN | CINCINNATI OH | 218 | $29.3M | $438K |
