Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Small-Cap Value Pooled separate account in their Schedule of Assets, totaling $1.7M 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 | SMITH AND HOWARD ADVISORY LLC SMITH AND HOWARD ADVISORY LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 276 | $42.7M | $606K |
| 2 | SMITH AND HOWARD PC SMITH AND HOWARD, P.C. SALARY DEFERRAL PLAN | ATLANTA GA | 151 | $30.2M | $507K |
| 3 | ENGINEERED MACHINED PRODUCTS, INC. |
ESCANABA MI |
| 194 |
| $36.0M |
| $230K |
| 4 | ENGINEERED MACHINED PRODUCTS, INC. ENGINEERED MACHINED PRODUCTS, INC. COLLECTIVELY BARGAINED PLAN | ESCANABA MI | 166 | $15.8M | $184K |
| 5 | DIGISTREAM INVESTIGATIONS, INC. DIGISTREAM INVESTIGATIONS, INC. 401(K) PROFIT SHARING PLAN & TRUST | DAVIS CA | 370 | $10.5M | $81K |
| 6 | EASTSIDE CATHOLIC SCHOOL EASTSIDE CATHOLIC SCHOOL 401K PLAN | SAMMAMISH WA | 134 | $13.9M | $39K |
| 7 | D'ARCY BUICK GMC INC D'ARCY 401(K) PLAN | JOLIET IL | 253 | $9.7M | $13K |
| 8 | SATCO PRODUCTS, INC. SATCO PRODUCTS, INC. 401(K) PLAN | BRENTWOOD NY | 310 | $26.8M | $8K |
