Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Capital Appreciation in their Schedule of Assets, totaling $19.7M 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 | PHARMAVITE LLC PHARMAVITE'S 401(K) SAVINGS PLAN | WEST HILLS CA | 2,219 | $228.1M | $9.4M |
| 2 | ITHINK FINANCIAL CREDIT UNION ITHINK FINANCIAL CREDIT UNION 401(K) PLAN PLUS | DELRAY BEACH FL | 390 | $36.5M | $3.7M |
| 3 | VANGUARD DIRECT, INC. VANGUARD DIRECT 401(K) RETIREMENT PLAN |
NEW YORK NY |
| 133 |
| $24.7M |
| $3.0M |
| 4 | BRUCE-TERMINIX COMPANY BRUCE-TERMINIX COMPANY 401(K) PROFIT SHARING PLAN | GREENSBORO NC | 243 | $7.8M | $1.0M |
| 5 | JOHNSTOWN WIRE TECHNOLOGIES INC. DBA LIBERTY WIRE JOHNSTOWN JOHNSTOWN WIRE TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | JOHNSTOWN PA | 250 | $42.9M | $482K |
| 6 | THOMAS M COOLEY LAW SCHOOL THOMAS M COOLEY LAW SCHOOL 403(B) TAX SHELTERED RETIREMENT PLAN | LANSING MI | 107 | $65.0M | $373K |
| 7 | MADISON-HAYWOOD DEVELOPMENTAL SERV MADISON-HAYWOOD DEVELOPMENTAL SERVICES, INC. RETIREMENT PLAN | JACKSON TN | 427 | $4.1M | $352K |
| 8 | GGS INFORMATION SERVICES, INC. GGS INFORMATION SERVICES, INC. 401(K) PLAN | YORK PA | 120 | $12.9M | $349K |
| 9 | JWF INDUSTRIES JWF INDUSTRIES 401(K) PLAN | JOHNSTOWN PA | 318 | $44.9M | $293K |
| 10 | VASCULAR SURGERY ASSOCIATES, LLC VASCULAR SURGERY ASSOCIATES, LLC 401(K) PLAN | BEL AIR MD | 113 | $23.3M | $254K |
