Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Capital Appreciation Fund in their Schedule of Assets, totaling $53.9M 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 | ALPHA METALLURGICAL RESOURCES, LLC ALPHA METALLURGICAL RESOURCES 401(K) RETIREMENT SAVINGS PLAN | BRISTOL TN | 3,913 | $378.3M | $19.8M |
| 2 | OLD POINT FINANCIAL CORPORATION OLD POINT FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN | HAMPTON VA | 257 | $55.5M | $9.1M |
| 3 | MASTERS GALLERY FOODS, INC. |
PLYMOUTH WI |
| 1,023 |
| $80.5M |
| $8.6M |
| 4 | SUN RIVER HEALTH, INC. SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN | PEEKSKILL NY | 1,894 | $156.7M | $4.8M |
| 5 | UB FAMILY MEDICINE INC UB FAMILY MEDICINE INC 401(K) PROFIT SHARING PLAN AND TRUST | BUFFALO NY | 147 | $22.0M | $4.0M |
| 6 | COWTAN & TOUT, INC. COWTAN & TOUT, INC. 401(K) SAVINGS PLAN | BROOKLYN NY | 100 | $21.6M | $1.7M |
| 7 | ANSAY & ASSOCIATES, LLC ANSAY & ASSOCIATES, LLC 401(K) PLAN | PORT WASHINGTON WI | 248 | $30.1M | $1.2M |
| 8 | URBAN AFFAIRS COALITION URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 434 | $8.0M | $951K |
| 9 | CRITERION SYSTEMS, L.L.C CRITERION SYSTEMS 401(K) & PROFIT SHARING PLAN | VIENNA VA | 794 | $55.8M | $624K |
| 10 | SURF OPCO LLC SURF OPCO 401(K) PLAN | HOUSTON TX | 204 | $8.7M | $620K |
