Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Financial Services Fund - in their Schedule of Assets, totaling $1.3M 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 | DELAP LLP DELAP LLP RETIREMENT PLAN | LAKE OSWEGO OR | 125 | $36.7M | $424K |
| 2 | WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN | CLEVELAND OH | 102 | $32.1M | $221K |
| 3 | JWF INDUSTRIES JWF INDUSTRIES 401(K) PLAN |
| 318 |
| $44.9M |
| $189K |
| 4 | MOBIS-ALABAMA, LLC MOBIS-ALABAMA 401(K) PLAN | MONTGOMERY AL | 1,964 | $57.9M | $159K |
| 5 | JOHNSTOWN WIRE TECHNOLOGIES INC. DBA LIBERTY WIRE JOHNSTOWN JOHNSTOWN WIRE TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | JOHNSTOWN PA | 250 | $42.9M | $95K |
| 6 | SUNCREST HEALTH SERVICES LLC SUNCREST HEALTH SERVICES LLC 401(K) PLAN | SANDY UT | 741 | $22.9M | $95K |
| 7 | AVMAC, LLC AVMAC 401(K) PLAN | CHESAPEAKE VA | 275 | $7.8M | $37K |
| 8 | COMMIT ENTERPRISES, INC. COMMIT ENTERPRISES, INC. 401(K) & PROFIT SHARING PLAN | NORTH CHARLESTON SC | 143 | $15.5M | $33K |
| 9 | COLE ROOFING CO., INC. COLE ROOFING CO., INC. PROFIT SHARING PLAN & TRUST | BALTIMORE MD | 89 | $12.1M | $15K |
| 10 | SOUTHFIELD REHABILITATION COMPANY SURGEONS CHOICE MEDICAL CENTER 401(K) PLAN AND TRUST | SOUTHFIELD MI | 182 | $4.2M | $8K |
