Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Cap Apprec Port R6 in their Schedule of Assets, totaling $28K 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 | LIPSEY COMMUNICATIONS, LLC CONNECTIVITY SOURCE 401(K) PLAN | HOUSTON TX | 547 | $1.5M | $19K |
| 2 | AMTEL, LLC CONNECTIVITY SOURCE 401(K) PLAN | HOUSTON TX | 878 | $5.1M | $9K |
