Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T.Rowe Price T. Rowe Price Financial Services I in their Schedule of Assets, totaling $428K 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 | STEPSTONE GROUP LP STEPSTONE GROUP LP 401(K) RETIREMENT PLAN | LA JOLLA CA | 695 | $101.1M | $166K |
| 2 | SKYLINE TECHNOLOGY SOLUTIONS LLC SKYLINE TECHNOLOGY SOLUTIONS LLC 401(K) PROFIT SHARING PLAN | GLEN BURNIE MD | 297 | $27.0M | $109K |
| 3 | FIRST NORTHERN BANK OF DIXON |
DIXON CA |
| 187 |
| $37.4M |
| $101K |
| 4 | MDRS HOLDINGS, INC. MDRS HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 458 | $6.6M | $45K |
| 5 | VASCULAR SURGERY ASSOCIATES, LLC VASCULAR SURGERY ASSOCIATES, LLC 401(K) PLAN | BEL AIR MD | 113 | $23.3M | $3K |
| 6 | ALIMAK GROUP USA INC. ALIMAK GROUP USA, INC. 401(K) PROFIT SHARING PLAN | WEBSTER TX | 133 | $20.5M | $3K |
