Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. ROWE PRICE SM-CAP STOCK-ADV in their Schedule of Assets, totaling $2.4M 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 | GRATON ECONOMIC DEVELOPMENT AUTH GRATON RESORT & CASINO 401(K) PLAN | ROHNERT PARK CA | 2,055 | $86.8M | $2.4M |
| 2 | SWANER HARDWOOD CO., INC. SWANER HARDWOOD CO., INC. PROFIT SHARING PLAN | BURBANK CA | 126 | $12.6M | $71K |
