Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Small-Cap Value Inv Mutual Fund in their Schedule of Assets, totaling $3.1M 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 | APPLIED CONTROL ENGINEERING INC APPLIED CONTROL ENGINEERING INC. 401(K) RETIREMENT PLAN | NEWARK DE | 199 | $35.4M | $1.9M |
| 2 | EXB SOLUTIONS, INC. EXB SOLUTIONS INC 401(K) PROFIT SHARING PLAN | PLYMOUTH MN | 187 | $16.9M | $738K |
| 3 | REGIONAL AMBULANCE SERVICES, INC. |
RENO NV |
| 485 |
| $20.2M |
| $301K |
| 4 | WHITE'S FARM SUPPLY INC WHITE'S FARM SUPPLY INC EMPLOYEE'S PROFIT SHARING AND RETIREMENT PLAN | CANASTOTA NY | 112 | $10.1M | $100K |
