Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding T. Rowe Price Small-Cap Stock Fund Mutual fund in their Schedule of Assets, totaling $370.8M 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 | PFIZER INC PFIZER SAVINGS PLAN | NEW YORK NY | 29,469 | $22.0B | $279.8M |
| 2 | ROBINSON & COLE LLP ROBINSON & COLE SAVINGS PLAN | HARTFORD CT | 388 | $294.3M | $16.8M |
| 3 | PRINCESS CRUISE LINES, LTD. PRINCESS CRUISES RETIREMENT SAVINGS PLAN |
| 2,323 |
| $352.6M |
| $16.3M |
| 4 | NORTHWEST NATURAL GAS COMPANY NORTHWEST NATURAL GAS COMPANY RETIREMENT K SAVINGS PLAN | PORTLAND OR | 1,264 | $343.3M | $14.2M |
| 5 | THANEXUS, INC. THANEXUS, INC. RETIREMENT PLAN | WALL NJ | 352 | $125.4M | $6.1M |
| 6 | HOLLAND AMERICA LINE N.V. HOLLAND AMERICA LINE N.V. 401(K) PROFIT SHARING PLAN | SEATTLE WA | 1,488 | $210.1M | $5.7M |
| 7 | TRAYLOR BROS., INC. TRAYLOR CONSTRUCTION GROUP 401(K) PLAN | EVANSVILLE IN | 991 | $83.8M | $5.6M |
| 8 | PATH PATH PROFIT SHARING 401(K) INCENTIVE PLAN | SEATTLE WA | 532 | $300.8M | $5.2M |
| 9 | REDWOOD CREDIT UNION REDWOOD CREDIT UNION 401(K) RETIREMENT PLAN | SANTA ROSA CA | 912 | $103.9M | $4.9M |
| 10 | BAY STATE MILLING COMPANY THE BAY STATE MILLING COMPANY RETIREMENT PLAN | QUINCY MA | 629 | $92.0M | $3.6M |
