Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Equity-Income Fund in their Schedule of Assets, totaling $56.3M 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 | IDAHO POWER COMPANY IDAHO POWER COMPANY EMPLOYEE SAVINGS PLAN | BOISE ID | 2,145 | $889.9M | $28.2M |
| 2 | AMBANK COMPANY INC AMBANK COMPANY, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SIOUX CENTER IA | 243 | $36.7M | $6.5M |
| 3 | GEMOLOGICAL INSTITUTE OF AMERICA, INC |
CARLSBAD CA |
| 973 |
| $303.9M |
| $5.6M |
| 4 | UTZ QUALITY FOODS, LLC UTZ QUALITY FOODS, LLC PROFIT SHARING/401(K) PLAN | HANOVER PA | 3,057 | $274.5M | $3.6M |
| 5 | THOS SOMERVILLE CO THOS SOMERVILLE CO 401(K) RETIREMENT PLAN | UPPER MARLBORO MD | 372 | $45.4M | $2.6M |
| 6 | RED COATS, INC. RED COATS, INC. EMPLOYEES' 401(K) PLAN | BETHESDA MD | 3,134 | $27.5M | $2.1M |
| 7 | SOCIETY OF MANUFACTURING ENGINEERS SME EMPLOYEE SAVINGS PLAN | SOUTHFIELD MI | 236 | $43.7M | $1.9M |
| 8 | VANTAGE SPECIALTY CHEMICALS, INC. VANTAGE SPECIALTY CHEMICALS 401(K) | DEERFIELD IL | 584 | $107.1M | $1.5M |
| 9 | SENTRY EQUIPMENT CORP. SENTRY EQUIPMENT CORP. 401(K) PLAN | OCONOMOWOC WI | 203 | $32.3M | $1.4M |
| 10 | GREEN HASSON & JANKS LLP GHJ 401(K) RETIREMENT PLAN | LOS ANGELES CA | 234 | $47.2M | $1.2M |
