Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price* T. Rowe Price Capital Appreciation I in their Schedule of Assets, totaling $27.2M 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 | FISHER ASSOCIATES, P.E., L.S., L.A., D.P.C. FISHER ASSOCIATES, P.E., L.S., L.A., D.P.C. 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 176 | $24.5M | $17.5M |
| 2 | INFINITE LEGACY, INC. INFINITE LEGACY, INC. RETIREMENT SAVINGS PLAN | BALTIMORE MD | 315 | $26.6M | $7.8M |
| 3 | HYBRID PROMOTIONS, LLC |
CYPRESS CA |
| 436 |
| $35.9M |
| $1.4M |
| 4 | BLUE BELL CREAMERIES, INC. BLUE BELL CREAMERIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | BRENHAM TX | 3,921 | $40.7M | $256K |
| 5 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $127K |
| 6 | SPALDING DEDECKER ASSOCIATES, INC. SPALDING DEDECKER ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ROCHESTER HILLS MI | 153 | $22.4M | $102K |
