Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T. ROWE PRICE MID-CAP VALUE -R in their Schedule of Assets, totaling $8.7M 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 | SHIPCO TRANSPORT INC SHIPCO TRANSPORT INC'S 401(K) PLAN | HOBOKEN NJ | 496 | $39.2M | $3.0M |
| 2 | GLOBAL ASSOCIATION OF RISK PROFE GLOBAL ASSOCIATION OF RISK PROFESSIONALS INC. 401(K) PLAN | JERSEY CITY NJ | 79 | $19.4M | $1.0M |
| 3 | BRAY & SCARFF, INC. BRAY & SCARFF 401(K) SAVINGS PLAN |
LAUREL MD |
| 189 |
| $11.0M |
| $978K |
| 4 | SAC, INC. SAC, INC. 401K PLAN | BEDFORD PA | 149 | $9.2M | $811K |
| 5 | PRINCETON HOLDINGS, LLC PRINCETON HOLDINGS 401K PLAN | NATHROP CO | 119 | $6.1M | $667K |
| 6 | MAGNA ASSOCIATES, INC. MAGNA ASSOCIATES, INC. 401(K) PLAN | BOCA RATON FL | 72 | $4.9M | $455K |
| 7 | BISCOMERICA CORPORATION BISCOMERICA 401(K) SAVINGS PLAN | RIALTO CA | 193 | $11.3M | $453K |
| 8 | FAGIOLI PSC USA INC FAGIOLI PSC USA INC 401(K) PLAN | MANVEL TX | 75 | $4.9M | $424K |
| 9 | DAILY INSTRUMENTS CORP. DAILY INSTRUMENTS 401(K) PLAN | HOUSTON TX | 261 | $18.2M | $308K |
| 10 | AARON THOMAS COMPANY, INC. AARON THOMAS COMPANY, INC. 401(K) PLAN | GARDEN GROVE CA | 2,191 | $7.9M | $229K |
