Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T.Rowe Price T. Rowe Price Capital Appreciation Fund I Class in their Schedule of Assets, totaling $9.1M 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 | UNIVERSITY AT BUFFALO SURGEONS, INC UNIVERSITY AT BUFFALO SURGEONS, INC. RETIREMENT PLAN | BUFFALO NY | 125 | $32.6M | $4.9M |
| 2 | EAST COAST MIGRANT HEAD START PROJECT EAST COAST MIGRANT HEAD START PROJECT RETIREMENT SAVINGS PLAN | RALEIGH NC | 1,086 | $38.9M | $2.1M |
| 3 | ONE CALL CONCEPTS, INC. |
HANOVER MD |
| 383 |
| $24.5M |
| $2.0M |
| 4 | ANCHOR CONSTRUCTION CORPORATION ANCHOR CONSTRUCTION CORPORATION 401(K) RETIREMENT PLAN | WASHINGTON DC | 382 | $18.9M | $112K |