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 in their Schedule of Assets, totaling $4.9M 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 | RELIANCE TEST & TECHNOLOGY, LLC RELIANCE TEST & TECHNOLOGY, LLC 401(K) PLAN | CRESTVIEW FL | 1,044 | $105.6M | $4.5M |
| 2 | DESIGN COMMUNICATIONS, LTD. DESIGN COMMUNICATIONS, LTD. 401K PLAN | AVON MA | 274 | $22.9M | $283K |
| 3 | BURGESS INFORMATION SYSTEMS INC. |
GAINESVILLE GA |
| 280 |
| $24.8M |
| $94K |