Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund in their Schedule of Assets, totaling $3.9M 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 | IDEMIA IDENTITY AND SECURITY IDEMIA RETIREMENT SAVINGS PLAN | RESTON VA | 1,777 | $352.3M | $2.5M |
| 2 | MEGA INTERNATIONAL COMMERCIAL BANK CO., LTD. MEGA INTERNATIONAL COMMERCIAL BANK CO., LTD. 401(K) RETIREMENT PLAN | NEW YORK NY | 156 | $29.0M | $318K |
| 3 | THE EMERY WEINER CENTER FOR JEWISH EDUCATION |
HOUSTON TX |
| 105 |
| $13.4M |
| $290K |
| 4 | INTEGRAL CONSULTING INC. INTEGRAL CONSULTING INC. 401(K) PROFIT SHARING PLAN | BOULDER CO | 242 | $43.1M | $284K |
| 5 | JEL SERT COMPANY JEL SERT COMPANY INCENTIVE SAVINGS PLAN | WEST CHICAGO IL | 245 | $41.9M | $236K |
| 6 | CHOICES HEALTHCARE CHOICES HEALTHCARE 401(K) RETIREMENT PLAN | LANCASTER PA | 511 | $42.6M | $217K |
| 7 | WAVEPOINT 3PL, INC. WAVEPOINT 3PL 401(K) PLAN | NORTH EAST PA | 293 | $3.8M | $119K |
| 8 | POTBELLY SANDWICH WORKS, LLC POTBELLY SANDWICH WORKS 401(K) PLAN | CHICAGO IL | 5,024 | $22.4M | $18K |
