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 Financial Services Fund I Class in their Schedule of Assets, totaling $933K 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 | JUMP OPERATIONS, LLC JUMP OPERATIONS, LLC EMPLOYEE 401(K) PLAN | CHICAGO IL | 1,006 | $405.1M | $824K |
| 2 | REDWOOD LIVING, INC. REDWOOD LIVING, INC. 401(K) PLAN | INDEPENDENCE OH | 605 | $22.9M | $106K |
| 3 | VISION CARE CENTER A MEDICAL G VISION CARE CENTER A MEDICAL G 401(K) PROFIT SHARING PLAN & TRUST |
FRESNO CA |
| 240 |
| $16.6M |
| $3K |
