Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding T. Rowe Price Small-Cap Value in their Schedule of Assets, totaling $72.3M 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 | LAND O'LAKES, INC. LAND O'LAKES, INC. EMPLOYEE SAVINGS AND SUPPLEMENTAL RETIREMENT PLAN | ARDEN HILLS MN | 7,358 | $2.0B | $21.7M |
| 2 | MARY KAY INC. MARY KAY INC. PROFIT SHARING AND 401(K) PLAN | ADDISON TX | 1,459 | $792.7M | $20.9M |
| 3 | KEMET ELECTRONICS CORPORATION |
FORT LAUDERDALE FL |
| 675 |
| $204.9M |
| $8.6M |
| 4 | A. DUDA & SONS, INC. A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN | OVIEDO FL | 1,144 | $128.7M | $5.3M |
| 5 | SWEDISH MATCH NORTH AMERICA LLC SWEDISH MATCH NORTH AMERICA SALARIED PROFIT SHARING PLAN | RICHMOND VA | 168 | $129.9M | $3.0M |
| 6 | BA HOLDINGS, INC. BA HOLDINGS, INC. SAVINGS PLAN | RIVERSIDE CA | 816 | $67.6M | $2.2M |
| 7 | MARKETVISION RESEARCH, INC. MARKETVISION 401(K) PLAN | CINCINNATI OH | 187 | $39.9M | $1.6M |
| 8 | THE FISHEL COMPANY THE FISHEL COMPANY RETIREMENT SAVINGS PLAN | COLUMBUS OH | 2,134 | $141.2M | $1.6M |
| 9 | SWEDISH MATCH NORTH AMERICA LLC EMPLOYEE RETIREMENT SAVINGS PLAN | RICHMOND VA | 908 | $114.3M | $1.3M |
| 10 | DURR, INC. DURR, INC. 401(K) PLAN | SOUTHFIELD MI | 696 | $176.3M | $996K |
