Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T.Rowe Price T. Rowe Price All-Cap Opportunities Fund in their Schedule of Assets, totaling $36.1M 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 | INDORAMA VENTURES OXIDES LLC INDORAMA VENTURES 401(K) PLAN | THE WOODLANDS TX | 1,012 | $159.8M | $16.9M |
| 2 | MICROLUMEN, INC. MICROLUMEN 401(K) PLAN | OLDSMAR FL | 311 | $27.2M | $5.0M |
| 3 | INDIANA ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, IOMSA, P.C. RETIREMENT PLAN |
FISHERS IN |
| 94 |
| $36.3M |
| $3.6M |
| 4 | PACIFIC MANAGEMENT, INC. REALTY MANAGEMENT AND ADVISORS EMPLOYEE RETIREMENT | RIVER FOREST IL | 189 | $17.9M | $2.3M |
| 5 | CS ENERGY, LLC CS ENERGY, LLC 401(K) RETIREMENT PLAN | EDISON NJ | 143 | $15.8M | $1.9M |
| 6 | COLUMBUS TECHNOLOGIES AND SERVICES, INC. COLUMBUS TECHNOLOGIES AND SERVICES, INC. 401(K) PROFIT SHARING PLAN | EL SEGUNDO CA | 119 | $45.0M | $1.9M |
| 7 | TLC CASINO ENTERPRISES, INC. TLC CASINO ENTERPRISES, INC. 401(K) PLAN | LAS VEGAS NV | 614 | $13.1M | $1.3M |
| 8 | GREEN HASSON & JANKS LLP GHJ 401(K) RETIREMENT PLAN | LOS ANGELES CA | 234 | $47.2M | $775K |
| 9 | MENTAL HEALTH PARTNERSHIPS MENTAL HEALTH PARTNERSHIPS TAX SHELTERED ANNUITY PLAN | PHILADELPHIA PA | 183 | $6.5M | $718K |
| 10 | J. LEE MILLIGAN, INC. J. LEE MILLIGAN, INC. 401(K) PLAN | AMARILLO TX | 368 | $10.8M | $592K |
