Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T.ROWE PRICE T. ROWE PRICE GLOBAL TECHNOLOGY in their Schedule of Assets, totaling $5.8M 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 | HERITAGE COMMERCE CORP HERITAGE COMMERCE CORP 401(K) SAVINGS PLAN | SAN JOSE CA | 343 | $87.1M | $1.7M |
| 2 | PEAKSWARE HOLDINGS LLC PEAKSWARE HOLDINGS LLC 401(K) PLAN | LOUISVILLE CO | 251 | $32.5M | $1.6M |
| 3 | WHITE OAK GLOBAL ADVISORS, LLC THE WHITE OAK 401(K) PLAN |
SAN FRANCISCO CA |
| 192 |
| $48.1M |
| $1.2M |
| 4 | THE LAGUNITAS BREWING COMPANY LAGUNITAS BREWING CO. 401(K) & PROFIT SHARING PLAN | PETALUMA CA | 379 | $28.2M | $426K |
| 5 | SPRINGSIDE CHESTNUT HILL ACADEMY SPRINGSIDE CHESTNUT HILL ACADEMY 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 249 | $88.4M | $395K |
| 6 | WSRP, LLC WSRP, LLC 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 96 | $10.0M | $393K |
| 7 | SAV-MORE DRUG, LLC SAV-MORE DRUG, LLC 401(K) PLAN | TYLER TX | 137 | $9.7M | $76K |
