Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding T.Rowe Price T. Rowe Price Blue Chip Growth in their Schedule of Assets, totaling $451.3M 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 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN | MINNEAPOLIS MN | 24,777 | $3.3B | $282.4M |
| 2 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN FOR MNA EMPLOYEES | MINNEAPOLIS MN | 4,784 | $454.8M | $41.0M |
| 3 | BELFOR USA GROUP, INC. BELFOR GROUP 401(K) PLAN |
BIRMINGHAM MI |
| 2,528 |
| $173.2M |
| $23.4M |
| 4 | CLASSIC RESIDENCE MGT LP DBA VI VI RETIREMENT PLAN | CHICAGO IL | 3,086 | $161.9M | $16.5M |
| 5 | WINDSOR ELECTRIC CO INC WINDSOR ELECTRIC CO INC 401(K) RETIREMENT PLAN | OWINGS MILLS MD | 158 | $70.7M | $12.4M |
| 6 | BENDERSON DEVELOPMENT CO., LLC BENDERSON DEVELOPMENT CO., LLC 401K RETIREMENT PLAN | UNIVERSITY PARK FL | 403 | $71.6M | $8.3M |
| 7 | UNION SAVINGS BANK UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN & TRUST | DANBURY CT | 381 | $76.9M | $7.5M |
| 8 | VANGUARD DIRECT, INC. VANGUARD DIRECT 401(K) RETIREMENT PLAN | NEW YORK NY | 133 | $24.7M | $6.6M |
| 9 | RESCAR COMPANIES RESCAR COMPANIES PROFIT SHARING AND 401(K) PLAN AND TRUST | DOWNERS GROVE IL | 452 | $35.8M | $6.1M |
| 10 | OETIKER, INC. OETIKER RETIREMENT PLAN | MARLETTE MI | 366 | $52.3M | $5.1M |
