Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T.Rowe Price Small-Cap Value I Mutual Fund in their Schedule of Assets, totaling $1.1M 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 | DUCK CREEK TECHNOLOGIES, LLC DUCK CREEK TECHNOLOGIES 401(K) PLAN | BOSTON MA | 706 | $176.4M | $837K |
| 2 | ALCAL INDUSTRIES, INC. ALCAL INDUSTRIES, INC. 401(K) SAVINGS PLAN AND TRUST | HAYWARD CA | 285 | $24.8M | $263K |
| 3 | MASSANA, INC. MASSANA, INC. EMPLOYEES SAVINGS TRUST |
NEWNAN GA |
| 132 |
| $7.0M |
| $27K |
| 4 | TRI-GAS & OIL CO. INC. TRI-GAS & OIL CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | FEDERALSBURG MD | 266 | $10.8M | $5K |
| 5 | ST. JUDE NEIGHBORHOOD HEALTH CENTERS ST. JUDE NEIGHBORHOOD HEALTH CENTERS 401(K) PROFIT SHARING PLAN | FULLERTON CA | 121 | $5.5M | $5K |
| 6 | BPS SUPPLY GROUP BPS SUPPLY GROUP 401(K) PROFIT SHARING PLAN | SHAFTER CA | 0 | $0 | $4K |
| 7 | INSPIRE COMMUNITIES, LLC INSPIRE COMMUNITIES, LLC 401(K) PLAN | PHOENIX AZ | 355 | $4.0M | $3K |
| 8 | SUHNER MANUFACTURING, INC. SUHNER USA 401(K) PLAN | ROME GA | 98 | $7.2M | $3K |
