Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Inst Small-Cap Stock in their Schedule of Assets, totaling $19.2M 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 | TECHTRONIC INDUSTRIES NORTH AMERICA, INC. TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN | FORT LAUDERDALE FL | 13,951 | $960.6M | $10.2M |
| 2 | THE RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK OPTIONAL RETIREMENT PLAN | ALBANY NY | 4,724 | $1.0B | $9.0M |
