Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding T. ROWE PRICE MID-CAP VALUE -R in their Schedule of Assets, totaling $5.9M 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 | GLOBAL ASSOCIATION OF RISK PROFE GLOBAL ASSOCIATION OF RISK PROFESSIONALS INC. 401(K) PLAN | JERSEY CITY NJ | 79 | $19.4M | $1.0M |
| 2 | BRAY & SCARFF, INC. BRAY & SCARFF 401(K) SAVINGS PLAN | LAUREL MD | 189 | $11.0M | $978K |
| 3 | SAC, INC. SAC, INC. 401K PLAN |
BEDFORD PA |
| 149 |
| $9.2M |
| $811K |
| 4 | PROTECH POWDER COATING, INC. PROTECH POWDER 401K PLAN | — | 208 | $9.8M | $749K |
| 5 | PRINCETON HOLDINGS, LLC PRINCETON HOLDINGS 401K PLAN | NATHROP CO | 119 | $6.1M | $667K |
| 6 | BISCOMERICA CORPORATION BISCOMERICA 401(K) SAVINGS PLAN | RIALTO CA | 193 | $11.3M | $453K |
| 7 | FAGIOLI PSC USA INC FAGIOLI PSC USA INC 401(K) PLAN | MANVEL TX | 75 | $4.9M | $424K |
| 8 | DAILY INSTRUMENTS CORP. DAILY INSTRUMENTS 401(K) PLAN | HOUSTON TX | 261 | $18.2M | $308K |
| 9 | AARON THOMAS COMPANY, INC. AARON THOMAS COMPANY, INC. 401(K) PLAN | GARDEN GROVE CA | 2,191 | $7.9M | $229K |
| 10 | BOXN SAVE OF MD INC. BOX N SAVE OF MD INC. 401K PLAN | BALTIMORE MD | 189 | $3.0M | $175K |
