Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding T. Rowe Price Small-Cap Value Fund Mutual fund in their Schedule of Assets, totaling $15.8M 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 | ACER AMERICA CORPORATION ACER AMERICA CORPORATION 401(K) PLAN | SAN JOSE CA | 360 | $190.7M | $7.3M |
| 2 | COPT DEFENSE PROPERTIES, LP COPT DEFENSE PROPERTIES, LP EMPLOYEE RETIREMENT SAVINGS PLAN | COLUMBIA MD | 423 | $108.7M | $1.8M |
| 3 | PIONEER MANUFACTURING COMPANY, INC. |
CLEVELAND OH |
| 111 |
| $22.5M |
| $1.3M |
| 4 | MILL CREEK RESIDENTIAL TRUST LLC MILL CREEK RESIDENTIAL TRUST RESOURCES LLC 401(K) PLAN | DALLAS TX | 1,325 | $149.8M | $1.1M |
| 5 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION SAVINGS PLAN | NEW YORK NY | 147 | $103.8M | $1.1M |
| 6 | CEDARS-SINAI MARINA HOSPITAL MARINA DEL REY HOSPITAL 401K RETIREMENT SAVINGS PLAN | MARINA DEL REY CA | 915 | $76.3M | $594K |
| 7 | 6SENSE INSIGHTS, INC. 6SENSE INSIGHTS, INC. 401(K) PLAN | SAN FRANCISCO CA | 670 | $53.0M | $551K |
| 8 | ATLANTIC DIALYSIS MANAGEMENT SERVICE LLC ATLANTIC DIALYSIS 401(K) PLAN, AFFILIATED AND RELATED COMPANIES | COLLEGE POINT NY | 450 | $26.4M | $306K |
| 9 | ELLISON TECHNOLOGIES, INC. ELLISON TECHNOLOGIES EMPLOYEES RETIREMENT SAVINGS PLAN | SANTA FE SPRINGS CA | 370 | $84.4M | $298K |
| 10 | VIRGINIA INDUSTRIES, INC. VIRGINIA INDUSTRIES RETIREMENT PLAN | ROCKY HILL CT | 21 | $9.2M | $266K |
