Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T.Rowe Price QM US Small Cap Growth Equity Fund Mutual Fund * in their Schedule of Assets, totaling $4.4M 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 | HAMILTON, BROOK, SMITH & REYNOLDS, P.C. HAMILTON, BROOK, SMITH & REYNOLDS, P.C. 401(K) PROFIT SHARING PLAN | LINCOLN MA | 70 | $60.3M | $2.3M |
| 2 | AMPERE COMPUTING LLC AMPERE COMPUTING 401(K) PLAN | SANTA CLARA CA | 735 | $84.1M | $1.8M |
| 3 | C&TDG MANAGEMENT LLC DBA OAK DENTAL PARTNERS |
ALPHARETTA GA |
| 975 |
| $20.4M |
| $209K |
| 4 | PENDER EMS AND FIRE, INC. PENDER EMS AND FIRE, INC. RETIREMENT PENSION PLAN | BURGAW NC | 68 | $6.5M | $40K |
