Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price T. Rowe Price All-Cap Opportunities I in their Schedule of Assets, totaling $98.9M 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 | SCHOOLSFIRST FEDERAL CREDIT UNION SCHOOLSFIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TUSTIN CA | 2,905 | $440.1M | $69.3M |
| 2 | G.L. HOMES OF FLORIDA CORPORATION G.L. HOMES OF FLORIDA CORPORATION 401(K) PLAN | SUNRISE FL | 568 | $111.8M | $15.1M |
| 3 | WENDEL, LLC WENDEL 401K PLAN |
WILLIAMSVILLE NY |
| 327 |
| $45.1M |
| $6.4M |
| 4 | W.T. WALKER GROUP, INC. W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN | MILWAUKEE WI | 341 | $52.5M | $3.8M |
| 5 | NEW YORK CITY CHAPTER OF NYSARC PENSION PLAN FOR DIRECT LABOR EMPLOYEES | NEW YORK NY | 519 | $50.3M | $3.1M |
| 6 | INFINITE LEGACY, INC. INFINITE LEGACY, INC. RETIREMENT SAVINGS PLAN | BALTIMORE MD | 315 | $26.6M | $1.1M |
