Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Small-Cap Value Inv in their Schedule of Assets, totaling $647K 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 | TECH USA, LLC TECH USA, LLC 401 K PLAN | MILLERSVILLE MD | 453 | $17.1M | $507K |
| 2 | PISGAH LEGAL SERVICES PISGAH LEGAL SERVICES | ASHEVILLE NC | 124 | $8.0M | $124K |
| 3 | WEST SIDE MONTESSORI SCHOOL WEST SIDE MONTESSORI SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN |
NEW YORK NY |
| 86 |
| $10.8M |
| $16K |