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 Diversified Mid-Cap Growth in their Schedule of Assets, totaling $5.4M 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 | ROSENBERG & ESTIS PC ROSENBERG & ESTIS PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 178 | $37.9M | $2.7M |
| 2 | PROFESSIONAL COMPOUNDING CENTERS PCCA EMPLOYEES' 401(K) SAVINGS PLAN | HOUSTON TX | 364 | $46.5M | $1.7M |
| 3 | THE AMERICAN LAW INSTITUTE |
PHILADELPHIA PA |
| 55 |
| $40.9M |
| $545K |
| 4 | THE WILLIAMS COMPANIES, INC. BLUE RACER MIDSTREAM 401(K) PLAN | TULSA OK | 213 | $26.2M | $214K |
| 5 | BLUE RACER MIDSTREAM, LLC BLUE RACER MIDSTREAM 401(K) PLAN | DALLAS TX | 180 | $20.5M | $135K |
| 6 | BLUE ROCK CONSTRUCTION, INC. BLUE ROCK CONSTRUCTION, INC. 401(K) PLAN | NEWTOWN PA | 71 | $11.8M | $77K |
