Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Small-Cap Stock Mutual Fund in their Schedule of Assets, totaling $50.1M 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 | F5, INC. F5, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 2,992 | $1.1B | $26.1M |
| 2 | BANK OF NOVA SCOTIA RETIREMENT PLAN FOR EMPLOYEES OF SCOTIABANK U. S. 401(K) | — | 1,417 | $492.6M | $15.7M |
| 3 | BELKIN INTERNATIONAL, INC. BELKIN INTERNATIONAL, INC. RETIREMENT PLAN |
EL SEGUNDO CA |
| 489 |
| $137.0M |
| $3.3M |
| 4 | EMPRISE BANK EMPRISE BANK 401(K) PLAN | WICHITA KS | 467 | $49.9M | $2.7M |
| 5 | AMERICAN ASSOCIATION OF ADVERTISING AGENCIES, INC. AAAA STAFF TAX-DEFERRED SAVINGS PLAN | NEW YORK NY | 88 | $28.9M | $1.5M |
| 6 | SYMBOTIC LLC SYMBOTIC LLC 401(K) PLAN | WILMINGTON MA | 1,681 | $89.7M | $778K |
| 7 | RANCHO RESEARCH INSTITUTE RANCHO RESEARCH INSTITUTE 401(K) RETIREMENT PLAN | DOWNEY CA | 136 | $16.1M | $38K |
