Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding T. Rowe Price Small-Cap Value Fund Mutual fund in their Schedule of Assets, totaling $25.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW JERSEY RESOURCES CORPORATION NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN | WALL NJ | 1,374 | $360.4M | $8.5M |
| 2 | ACER AMERICA CORPORATION ACER AMERICA CORPORATION 401(K) PLAN | SAN JOSE CA | 360 | $190.7M | $7.3M |
| 3 | COPT DEFENSE PROPERTIES, LP |
COLUMBIA MD |
| 423 |
| $108.7M |
| $1.8M |
| 4 | GUITAR CENTER, INC. GUITAR CENTER, INC. 401(K) PLAN | WESTLAKE VILLAGE CA | 14,078 | $182.4M | $1.5M |
| 5 | PIONEER MANUFACTURING COMPANY, INC. PIONEER MANUFACTURING COMPANY, INC. 401(K) PLAN | CLEVELAND OH | 111 | $22.5M | $1.3M |
| 6 | MILL CREEK RESIDENTIAL TRUST LLC MILL CREEK RESIDENTIAL TRUST RESOURCES LLC 401(K) PLAN | DALLAS TX | 1,325 | $149.8M | $1.1M |
| 7 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION SAVINGS PLAN | NEW YORK NY | 147 | $103.8M | $1.1M |
| 8 | CEDARS-SINAI MARINA HOSPITAL MARINA DEL REY HOSPITAL 401K RETIREMENT SAVINGS PLAN | MARINA DEL REY CA | 915 | $76.3M | $594K |
| 9 | 6SENSE INSIGHTS, INC. 6SENSE INSIGHTS, INC. 401(K) PLAN | SAN FRANCISCO CA | 670 | $53.0M | $551K |
| 10 | ATLANTIC DIALYSIS MANAGEMENT SERVICE LLC ATLANTIC DIALYSIS 401(K) PLAN, AFFILIATED AND RELATED COMPANIES | COLLEGE POINT NY | 450 | $26.4M | $306K |
