Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding T. Rowe Price T.Rowe Price Dividend Growth in their Schedule of Assets, totaling $57.4M 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 | FIRST NATIONAL OF NEBRASKA, INC. FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN | OMAHA NE | 4,622 | $1.0B | $43.8M |
| 2 | PROJECT WORLDWIDE PROJECT WORLDWIDE 401(K) PLAN | AUBURN HILLS MI | 1,466 | $161.5M | $4.1M |
| 3 | BOWMAN CONSULTING GROUP, LTD. BOWMAN CONSULTING GROUP, LTD. RETIREMENT PLAN |
RESTON VA |
| 2,122 |
| $164.7M |
| $3.7M |
| 4 | COMPLETE OFFICE, LLC COMPLETE OFFICE 401(K) PLAN AND TRUST | GERMANTOWN WI | 1,245 | $73.9M | $1.3M |
| 5 | CHARTER BROKERAGE, LLC CHARTER BROKERAGE, LLC 401(K) PROFIT SHARING PLAN | NORWALK CT | 168 | $31.4M | $513K |
| 6 | DAIWA CORPORATE ADVISORY LLC DAIWA CORPORATE ADVISORY 401(K) LLC PLAN | WASHINGTON DC | 118 | $30.6M | $498K |
| 7 | BOARD OF TRUSTEES SEAFARERS INTERNATIONA UNION AGLIW 401(K) PLAN SEAFARERS INTERNATIONAL UNION AGLIW 401(K) PLAN | CAMP SPRINGS MD | 2,348 | $80.4M | $474K |
| 8 | LOUISIANA FEDERAL CREDIT UNION LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN | LA PLACE LA | 123 | $11.0M | $471K |
| 9 | UNIVERSITY OF MICHIGAN CREDIT UNION UNIVERSITY OF MICHIGAN CREDIT UNION 401(K) SAVINGS PLAN | ANN ARBOR MI | 236 | $22.6M | $465K |
| 10 | VASCULAR SURGERY ASSOCIATES, LLC VASCULAR SURGERY ASSOCIATES, LLC 401(K) PLAN | BEL AIR MD | 113 | $23.3M | $337K |
