Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price T. Rowe Price All-Cap Opportunities in their Schedule of Assets, totaling $5.9M 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 | HAUN WELDING SUPPLY, INC THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN OF HAUN WELDING SUPPLY, INC. | SYRACUSE NY | 316 | $26.4M | $3.9M |
| 2 | GLOBAL TECHNICAL SYSTEMS GLOBAL TECHNICAL SYSTEMS 401(K) PLAN | VIRGINIA BEACH VA | 190 | $10.9M | $936K |
| 3 | THE TERMINAL CORPORATION |
BALTIMORE MD |
| 12 |
| $6.9M |
| $585K |
| 4 | UNITED AMERICAN PAYROLL, LLC UAP 401(K) PLAN & TRUST | TROY MI | 277 | $12.2M | $363K |
| 5 | FEDERAL MARINE TERMINALS, INC. FEDERAL MARINE TERMINALS, INC. 401K RETIREMENT PLAN | — | 146 | $7.9M | $137K |
