Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 73 U.S. retirement plans report holding T.Rowe Price Small-Cap Value I in their Schedule of Assets, totaling $7.1M 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 | AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN | FISHERSVILLE VA | 2,826 | $115.8M | $867K |
| 2 | I.G. BURTON AND COMPANY, INC. I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN | MILFORD DE | 394 | $28.4M | $720K |
| 3 | HYDRO RESOURCES HOLDINGS, INC. |
SUGAR LAND TX |
| 316 |
| $17.3M |
| $709K |
| 4 | BECHT ENGINEERING CO., INC. BECHT ENGINEERING CO., INC. 401(K) PROFIT SHARING PLAN | LIBERTY CORNER NJ | 184 | $29.4M | $385K |
| 5 | MEDICAL DIAGNOSTIC LABORATORIES, MEDICAL DIAGNOSTIC LABORATORIES, LLC 401(K) PROFIT SHARING PLAN | HAMILTON NJ | 599 | $35.0M | $372K |
| 6 | LIBERTY TRUCK CENTER INC ONVO 401K PLAN | SCRANTON PA | 574 | $7.4M | $360K |
| 7 | ALTMAN SOLON US, LP ALTMAN SOLON US, LP 401(K) PROFIT SHARING PLAN | BOSTON MA | 237 | $62.2M | $330K |
| 8 | THUMBTACK, INC. THUMBTACK, INC 401(K) PLAN | SAN FRANCISCO CA | 643 | $58.4M | $306K |
| 9 | VISIONEERING, INC. VISIONEERING, INC. 401(K) PROFIT SHARING PLAN & TRUST | AUBURN HILLS MI | 273 | $12.9M | $260K |
| 10 | LARD OIL CO. LARD OIL COMPANY, INC 401(K) PLAN | DENHAM SPRINGS LA | 223 | $14.3M | $248K |
