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 Institutional Small-Cap Stock Fund in their Schedule of Assets, totaling $20.6M 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 | ALLEN OVERY SHEARMAN STERLING US LLP SHEARMAN & STERLING LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 708 | $542.1M | $15.7M |
| 2 | UNDER ARMOUR, INC. UNDER ARMOUR 401(K) PLAN | BALTIMORE MD | 12,621 | $382.2M | $4.9M |
