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 N/R in their Schedule of Assets, totaling $18.7M 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 | BURLINGTON COAT FACTORY WAREHOUSE CORPORATION BURLINGTON STORES SAVINGS PLAN | BURLINGTON NJ | 68,833 | $457.0M | $15.0M |
| 2 | FLAGSHIP CREDIT ACCEPTANCE LLC FLAGSHIP CREDIT ACCEPTANCE LLC 401(K) PLAN | CHADDS FORD PA | 898 | $48.6M | $2.8M |
| 3 | VSA PARTNERS, LLC VSA PARTNERS, LLC RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 60 |
| $26.4M |
| $511K |
| 4 | PLEASANT VIEW RETIREMENT COMMUNITY PLEASANT VIEW RETIREMENT COMMUNITY 403(B) PLAN | MANHEIM PA | 254 | $9.6M | $302K |
| 5 | BURLINGTON COAT FACTORY WAREHOUSE CORPORATION BURLINGTON STORES PUERTO RICO SAVINGS PLAN | BURLINGTON NJ | 2,665 | $1.9M | $16K |
| 6 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORGANTOWN WV | 32,450 | $1.8B | $9K |
