Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price T. Rowe Price All-Cap Opp I in their Schedule of Assets, totaling $95.5M 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 | TATE & LYLE AMERICAS, LLC TATE & LYLE SALARIED COMPREHENSIVE RETIREMENT PLAN | HOFFMAN ESTATES IL | 619 | $233.2M | $52.5M |
| 2 | RACETRAC, INC. RACETRAC, INC. 401(K) PLAN | ATLANTA GA | 9,590 | $156.8M | $13.3M |
| 3 | TATE & LYLE AMERICAS, LLC TATE & LYLE HOURLY SAVINGS AND INVESTMENT PLAN |
HOFFMAN ESTATES IL |
| 84 |
| $27.2M |
| $10.5M |
| 4 | THE URBAN INSTITUTE THE URBAN INSTITUTE RETIREMENT PLAN | WASHINGTON DC | 653 | $329.9M | $9.9M |
| 5 | TATE & LYLE AMERICAS, LLC TATE & LYLE HOURLY COMPREHENSIVE RETIREMENT PLAN | HOFFMAN ESTATES IL | 335 | $37.1M | $4.3M |
| 6 | PHYSICIANS ALLIANCE OF CONNECTICUT, LLC PHYSICIANS ALLIANCE OF CONNECTICUT, LLC RETIREMENT PLAN | BRANFORD CT | 360 | $63.8M | $3.2M |
| 7 | CP KELCO U.S. INC. CP KELCO NONUNION 401(K) RETIREMENT SAVINGS PLAN | HOFFMAN ESTATES IL | 334 | $101.7M | $1.7M |
| 8 | GUILD OF ST. AGNES OF WORCESTER, INC GUILD OF ST. AGNES OF WORCESTER, INC 401(K) PLAN | WORCESTER MA | 304 | $10.5M | $17K |
