Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding T. Rowe Price** Mid-Cap Value in their Schedule of Assets, totaling $72.4M 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 | STEPAN COMPANY STEPAN COMPANY SAVINGS AND INVESTMENT RETIREMENT PLAN | NORTHBROOK IL | 1,264 | $395.4M | $9.2M |
| 2 | MOTORISTS MUTUAL INSURANCE COMPANY ENCOVA INSURANCE 401(K) PLAN | COLUMBUS OH | 1,165 | $350.7M | $8.9M |
| 3 | MILEONE AUTOGROUP, INC. MILEONE AUTOGROUP, INC. 401(K) PLAN |
TOWSON MD |
| 2,863 |
| $190.5M |
| $7.7M |
| 4 | FREDRIKSON & BYRON PA FREDRIKSON & BYRON PA PROFIT SHARING PLAN | MINNEAPOLIS MN | 806 | $491.0M | $7.6M |
| 5 | TRELLEBORG CORPORATION TRELLEBORG CORPORATION SAVINGS PLAN | NORTHVILLE MI | 3,110 | $322.2M | $7.1M |
| 6 | NORTH STAR BLUESCOPE STEEL LLC NORTH STAR BLUESCOPE STEEL LLC RETIREMENT PARTNERSHIP | DELTA OH | 608 | $161.8M | $5.7M |
| 7 | CHURCH MUTUAL INSURANCE COMPANY, S.I. CHURCH MUTUAL SALARY SAVINGS PLAN AND TRUST (401(K) PLAN) | MERRILL WI | 1,128 | $165.2M | $5.6M |
| 8 | BOARD OF TRUSTEES SPECIAL METALS CORPORATION RETIREE BENEFITS TRUST SPECIAL METALS RETIREE VEBA MEDICAL PLAN | PITTSBURGH PA | 309 | $142.0M | $4.7M |
| 9 | CONNELL FOLEY, LLP CONNELL FOLEY, LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | ROSELAND NJ | 253 | $145.3M | $2.2M |
| 10 | CONNELL FOLEY, LLP CONNELL FOLEY, LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | ROSELAND NJ | 280 | $126.5M | $2.0M |
