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 Registered Investment Company in their Schedule of Assets, totaling $1.1M 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 | PARK FINANCIAL GROUP, INC. PARK FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 149 | $22.7M | $947K |
| 2 | JOHNSON TRACTOR INC JOHNSON TRACTOR, INC. EMPLOYEE 401(K) PLAN | JANESVILLE WI | 209 | $22.3M | $171K |
| 3 | ATRIO HEALTH PLANS, INC. ATRIO HEALTH PLANS, INC. EMPLOYEE SAVINGS PLAN |
SALEM OR |
| 108 |
| $7.1M |
| $15K |
