Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding T.Rowe Price Mid Cap Value Mutual Fund in their Schedule of Assets, totaling $58.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DAVIS WRIGHT TREMAINE LLP DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN | SEATTLE WA | 1,468 | $747.7M | $30.0M |
| 2 | STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 401(K) PLAN STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 401(K) PLAN | OMAHA NE | 1,525 | $110.3M | $10.0M |
| 3 | PATH |
SEATTLE WA |
| 532 |
| $300.8M |
| $4.7M |
| 4 | THE SWAN GROUP, LLC THE SWAN GROUP RETIREMENT PLAN | RANDOLPH MA | 335 | $124.3M | $3.3M |
| 5 | GULF INTERSTATE ENGINEERING COMPANY GULF INTERSTATE ENGINEERING COMPANY SAVINGS PLAN | HOUSTON TX | 628 | $78.9M | $2.1M |
| 6 | KITSAP BANK KITSAP BANK 401(K) PROFIT SHARING PLAN | PORT ORCHARD WA | 258 | $57.3M | $2.0M |
| 7 | TURENNE & ASSOCIATES, LLC TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN | MONTGOMERY AL | 622 | $29.0M | $1.6M |
| 8 | CARGOTEC HOLDING, INC. CARGOTEC HOLDING, INC. 401(K) PLAN | PERRYSBURG OH | 988 | $77.3M | $1.5M |
| 9 | RITE-SOLUTIONS, INC. RITE-SOLUTIONS SAVINGS & INVESTMENT PLAN | PAWCATUCK CT | 477 | $63.8M | $1.3M |
| 10 | EASTERSEALS ARKANSAS EASTERSEALS ARKANSAS 403(B) PLAN | LITTLE ROCK AR | 1,047 | $11.1M | $410K |
