Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding T.Rowe Price T. Rowe Price Growth Stock Fund in their Schedule of Assets, totaling $380.7M 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 | PITNEY BOWES INC. PITNEY BOWES INC. 401(K) PLAN | STAMFORD CT | 5,862 | $1.7B | $139.9M |
| 2 | FIRST NATIONAL OF NEBRASKA, INC. FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN | OMAHA NE | 4,622 | $1.0B | $88.9M |
| 3 | ALLEN OVERY SHEARMAN STERLING US LLP SHEARMAN & STERLING LLP RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 708 |
| $542.1M |
| $77.0M |
| 4 | BERKADIA COMMERCIAL MORTGAGE LLC BERKADIA 401(K) RETIREMENT PLAN | AMBLER PA | 1,461 | $334.3M | $20.3M |
| 5 | KLEIN TOOLS, INC. KLEIN TOOLS RETIREMENT SAVINGS PLAN | MANSFIELD TX | 1,525 | $179.8M | $14.3M |
| 6 | OLD POINT FINANCIAL CORPORATION OLD POINT FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN | HAMPTON VA | 257 | $55.5M | $6.1M |
| 7 | GF MACHINING SOLUTIONS LLC GF MACHINING SOLUTIONS RETIREMENT SAVINGS PLAN | LINCOLNSHIRE IL | 208 | $60.0M | $6.0M |
| 8 | MAMMOET USA SOUTH, INC MAMMOET USA SOUTH, INC 401(K) PROFIT SHARING PLAN AND TRUST | ROSHARON TX | 365 | $79.5M | $5.6M |
| 9 | MONTGOMERY MCCRACKEN WALKER & RHOADS LLP MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 97 | $74.4M | $4.6M |
| 10 | PROXIMO SPIRITS INC. PROXIMO SPIRITS INC. 401(K) PROFIT SHARING PLAN AND TRUST | JERSEY CITY NJ | 444 | $72.0M | $3.4M |
