Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T.Rowe Price Small-Cap Value Mutual Fund in their Schedule of Assets, totaling $20.7M 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 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | PHILADELPHIA PA | 12,667 | $1.3B | $12.3M |
| 2 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 10,830 | $876.1M | $7.3M |
| 3 | EASTERSEALS ARKANSAS |
LITTLE ROCK AR |
| 1,047 |
| $11.1M |
| $259K |
| 4 | RANCHO RESEARCH INSTITUTE RANCHO RESEARCH INSTITUTE 401(K) RETIREMENT PLAN | DOWNEY CA | 136 | $16.1M | $202K |
| 5 | TECH USA GOVERNMENT SOLUTIONS LLC TECH USA GOVERNMENT SOLUTIONS LLC 401(K) PLAN | MILLERSVILLE MD | 240 | $11.9M | $167K |
| 6 | CHANEY MATERIALS, LLC CHANEY ENTERPRISES COMPANIES 401(K) PROFIT SHARING PLAN | ANNAPOLIS MD | 630 | $70.1M | $115K |
| 7 | WHEEL PROS, LLC WHEEL PROS, LLC 401(K) RETIREMENT PLAN | GREENWOOD VILLAGE CO | 932 | $84.8M | $109K |
| 8 | MID-ATLANTIC NEPHROLOGY ASSOCIATES MID-ATLANTIC NEPHROLOGY ASSOCIATES, P.A. 401K PROFIT SHARING PLAN | BALTIMORE MD | 123 | $76.4M | $107K |
| 9 | PROSOURCE.IT, LTD. PROSOURCE.IT RETIREMENT PLAN | HOUSTON TX | 75 | $7.6M | $59K |
| 10 | THE FOUNDATION SCHOOLS THE FOUNDATION SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN | LARGO MD | 172 | $28.2M | $57K |
