Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Equity Index 500 in their Schedule of Assets, totaling $61.6M 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 | TRUSTEES OF SHEET METAL LOCAL 10 SUPPLEMENTAL RETIREMENT FUND SHEET METAL LOCAL 10 SUPPLEMENTAL RETIREMENT FUND | MAPLEWOOD MN | 4,308 | $572.5M | $51.7M |
| 2 | WINDSOR ELECTRIC CO INC WINDSOR ELECTRIC CO INC 401(K) RETIREMENT PLAN | OWINGS MILLS MD | 158 | $70.7M | $5.9M |
| 3 | VANGUARD DIRECT, INC. |
NEW YORK NY |
| 133 |
| $24.7M |
| $2.0M |
| 4 | NATIONAL AQUARIUM, INC NATIONAL AQUARIUM INC. 401(K) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 356 | $26.7M | $1.9M |
