Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T.Rowe Price Sm Cap Value I Registered Investment Company in their Schedule of Assets, totaling $18.5M 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 | ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN BOARD OF TRUSTEES ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN | WAUWATOSA WI | 3,812 | $403.5M | $18.1M |
| 2 | NORTHSOUND AUTO GROUP LLC DWAYNE LANES CORPORATIONS 401(K) PROFIT SHARING PLAN AND TRUST | EVERETT WA | 159 | $9.8M | $336K |
| 3 | SELCO COMMUNITY CREDIT UNION |
SPRINGFIELD OR |
| 455 |
| $48.7M |
| $80K |
