Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding T. Rowe Price Small-Cap Stock in their Schedule of Assets, totaling $37.3M 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 | LEO A DALY COMPANY LEO A. DALY RETIREMENT SAVINGS AND INVESTMENT TRUST | OMAHA NE | 766 | $172.6M | $6.4M |
| 2 | DAIKIN AMERICA, INC DAIKIN AMERICA, INC. 401(K) SAVINGS AND RETIREMENT PLAN | ORANGEBURG NY | 534 | $191.9M | $4.5M |
| 3 | COBORN'S INCORPORATED COBORN'S INCORPORATED EMPLOYEES PROFIT SHARING 401(K) PLAN |
SAINT CLOUD MN |
| 7,095 |
| $162.1M |
| $4.4M |
| 4 | HAAS AUTOMATION, INC. HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN | OXNARD CA | 1,377 | $356.1M | $4.1M |
| 5 | DESE RESEARCH, INC. DESE RESEARCH, INC. PROFIT SHARING PLAN | HUNTSVILLE AL | 66 | $70.7M | $3.4M |
| 6 | HYDRO ALUMINUM METALS USA,LLC HYDRO ALUMINUM METALS USA SAVINGS PLAN | ROSEMONT IL | 235 | $45.9M | $2.7M |
| 7 | SUTHERLAND GLOBAL SERVICES, INC. SUTHERLAND GLOBAL SERVICES, INC. 401(K) PLAN | PITTSFORD NY | 3,133 | $103.4M | $2.7M |
| 8 | MOTION RECRUITMENT PARTNERS, LLC MOTION RECRUITMENT PARTNERS, LLC 401(K) PLAN | BOSTON MA | 2,876 | $126.7M | $2.3M |
| 9 | UNIVERSAL AVIONICS SYSTEMS CORPORATION UNIVERSAL AVIONICS SYSTEMS CORPORATION 401(K) PROFIT SHARING PLAN | TUCSON AZ | 333 | $64.8M | $2.3M |
| 10 | MARKETVISION RESEARCH, INC. MARKETVISION 401(K) PLAN | CINCINNATI OH | 187 | $39.9M | $792K |
