Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T.Rowe Price T. Rowe Price Integrated US Sm Gr Eq I N/A in their Schedule of Assets, totaling $6.3M 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 | UPMC PINNACLE PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN | HARRISBURG PA | 7,231 | $521.1M | $5.0M |
| 2 | UPMC PINNACLE PINNACLE HEALTH SYSTEM 401(K) PLAN | HARRISBURG PA | 1,089 | $80.6M | $678K |
| 3 | TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING 401(K) PLAN |
BATON ROUGE LA |
| 126 |
| $13.0M |
| $635K |
