Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 69 U.S. retirement plans report holding T. Rowe Price Small-Cap Value Fund # in their Schedule of Assets, totaling $140.2M 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 | DAYFORCE US, INC. DAYFORCE SAVINGS AND INVESTMENT PLAN | MINNEAPOLIS MN | 2,359 | $633.5M | $33.3M |
| 2 | TRUSTEES OF PIPE FITTERS ASSOCIATION LOCAL 597 PIPE FITTERS ASSOCIATION L.U. 597, U.A. 401(K) PLA | CHICAGO IL | 9,410 | $2.5B | $30.7M |
| 3 | TRINITY HEALTH CORPORATION |
LIVONIA MI |
| 10,131 |
| $779.5M |
| $9.6M |
| 4 | BOARD OF TRUSTEES OF THE PLUMBERS 75 401K PLAN PLUMBERS 75 401K PROFIT SHARING PLAN | MILWAUKEE WI | 1,479 | $66.2M | $7.7M |
| 5 | BEIERSDORF NORTH AMERICA INC. BEIERSDORF NORTH AMERICA 401(K) PLAN | STAMFORD CT | 1,046 | $178.1M | $4.9M |
| 6 | TWO SIGMA INVESTMENTS, LP TWO SIGMA 401(K) PLAN | NEW YORK NY | 1,668 | $698.4M | $4.5M |
| 7 | MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN | TYLER TX | 781 | $215.5M | $4.4M |
| 8 | BIG LOTS, INC. BIG LOTS SAVINGS PLAN | COLUMBUS OH | 19,448 | $313.1M | $4.1M |
| 9 | ENSONO, LP THE ENSONO 401(K) PLAN | DOWNERS GROVE IL | 1,452 | $198.8M | $3.5M |
| 10 | WILSHIRE ADVISORS LLC WILSHIRE ADVISORS LLC 401K EMPLOYEE SAVINGS PLAN | SANTA MONICA CA | 254 | $79.3M | $2.8M |
