Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price T. Rowe All Caps Opps Inv in their Schedule of Assets, totaling $4.7M 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 | WADHAMS ENTERPRISES, INC. WADHAMS ENTERPRISES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | PHELPS NY | 679 | $36.5M | $4.7M |