Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T.Rowe Price T. Rowe Price Diversified Mid Cap Growth Fund I Class in their Schedule of Assets, totaling $5.0M 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 | BLACKBERRY CORPORATION BLACKBERRY CORPORATION 401(K) RETIREMENT SAVINGS PLAN | PLANO TX | 520 | $258.1M | $4.1M |
| 2 | ROYSTON, RAYZOR, VICKERY & WILLIAMS, LLP ROYSTON, RAYZOR, VICKERY & WILLIAMS SAVINGS PLAN FOR PARTNERS AND STAFF | HOUSTON TX | 103 | $21.5M | $736K |
| 3 | EXP WORLD HOLDINGS, INC. |
BELLINGHAM WA |
| 1,488 |
| $51.8M |
| $182K |
