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 Mutual Funds in their Schedule of Assets, totaling $596K 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 | CROSBY MARKETING COMMUNICATIONS, INC. CROSBY MARKETING COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN | ANNAPOLIS MD | 115 | $34.9M | $472K |
| 2 | FORREST PAINT CO. FORREST PAINT CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | EUGENE OR | 91 | $12.1M | $119K |
| 3 | CRISPIN, PORTER+ BOGUSKY, LLC |
NEW YORK NY |
| 0 |
| $0 |
| $6K |
