Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Mid-Cap Growth Fund in their Schedule of Assets, totaling $225.9M 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 | PITNEY BOWES INC. PITNEY BOWES INC. 401(K) PLAN | STAMFORD CT | 5,862 | $1.7B | $58.9M |
| 2 | ALLEN OVERY SHEARMAN STERLING US LLP SHEARMAN & STERLING LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 708 | $542.1M | $26.9M |
| 3 | SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM |
BROOMFIELD CO |
| 13,884 |
| $1.5B |
| $16.1M |
| 4 | GEMOLOGICAL INSTITUTE OF AMERICA, INC THE GEMOLOGICAL INSTITUTE OF AMERICA, INC. 401(K) PLAN | CARLSBAD CA | 973 | $303.9M | $14.2M |
| 5 | WALBRIDGE ALDINGER COMPANY WALBRIDGE PROFIT SHARING 401(K) PLAN | DETROIT MI | 1,074 | $158.1M | $13.5M |
| 6 | BLUE BELL CREAMERIES, INC. BLUE BELL CREAMERIES, INC. 401(K) PLAN | BRENHAM TX | 3,698 | $195.3M | $13.1M |
| 7 | KLEIN TOOLS, INC. KLEIN TOOLS RETIREMENT SAVINGS PLAN | MANSFIELD TX | 1,525 | $179.8M | $10.2M |
| 8 | QUORUM BUSINESS SOLUTIONS (U.S.A.), INC. QUORUM BUSINESS SOLUTIONS (U.S.A.), INC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 573 | $140.0M | $9.4M |
| 9 | BERKADIA COMMERCIAL MORTGAGE LLC BERKADIA 401(K) RETIREMENT PLAN | AMBLER PA | 1,461 | $334.3M | $9.3M |
| 10 | THOS SOMERVILLE CO THOS SOMERVILLE CO 401(K) RETIREMENT PLAN | UPPER MARLBORO MD | 372 | $45.4M | $8.7M |
