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 Capital Appreciation Inv in their Schedule of Assets, totaling $2.4M 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 | G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN | COLUMBIA MD | 223 | $59.5M | $1.8M |
| 2 | UNITED WAY OF CENTRAL MARYLAND, INC UNITED WAY OF CENTRAL MARYLAND, INC. SECTION 403(B) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 208 | $19.0M | $562K |
