Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Small-Cap Stock I Mutual fund in their Schedule of Assets, totaling $25.5M 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 | KOCH ENTERPRISES, INC. KOCH COMPANIES 401(K) PLAN | EVANSVILLE IN | 2,537 | $284.5M | $11.0M |
| 2 | DATA AXLE, INC. DATA AXLE, INC. RETIREMENT PLAN | BELLEVUE NE | 938 | $226.9M | $6.7M |
| 3 | TAKE-TWO INTERACTIVE SOFTWARE, INC. TAKE-TWO INTERACTIVE SOFTWARE, INC. 401(K) PLAN |
NEW YORK NY |
| 5,300 |
| $848.2M |
| $5.0M |
| 4 | WILLIAMS, KASTNER & GIBBS PLLC WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN | SEATTLE WA | 83 | $51.5M | $2.8M |
| 5 | ARMELLINI EXPRESS LINES, INC. ARMELLINI EXPRESS LINES, INC. AND SUBSIDIARIES PROFIT SHARING PLAN | PALM CITY FL | 409 | $21.6M | $5K |
