Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Mid-Cap Growth in their Schedule of Assets, totaling $69.3M 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 | BAYCARE CLINIC, L.L.P. BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN | GREEN BAY WI | 957 | $315.7M | $12.9M |
| 2 | DIRECT SUPPLY, INC. DIRECT SUPPLY, INC. 401(K) RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 1,231 | $346.1M | $12.0M |
| 3 | UHHS UHHS 401(K) RETIREMENT SAVINGS PLAN |
SHAKER HEIGHTS OH |
| 8,319 |
| $766.9M |
| $6.3M |
| 4 | WINDSOR ELECTRIC CO INC WINDSOR ELECTRIC CO INC 401(K) RETIREMENT PLAN | OWINGS MILLS MD | 158 | $70.7M | $6.0M |
| 5 | SNYDER & ASSOCIATES, INC. SNYDER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ANKENY IA | 297 | $60.0M | $3.7M |
| 6 | STRADLEY, RONON, STEVENS & YOUNG, LLP STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I | PHILADELPHIA PA | 271 | $188.2M | $2.8M |
| 7 | MOUNT SINAI MEDICAL CENTER OF FLORIDA, INC. MOUNT SINAI MATCHING CONTRIBUTION PLAN | MIAMI FL | 4,648 | $302.3M | $2.4M |
| 8 | CALIFORNIA INSTITUTE OF THE ARTS CALIFORNIA INSTITUTE OF THE ARTS RETIREMENT PLAN | VALENCIA CA | 502 | $97.0M | $2.3M |
| 9 | EMS ENGINEERED MATERIALS SOLUTIONS, LLC ENGINEERED MATERIALS SOLUTIONS CONTRIBUTION AND 401(K) SAVINGS PLAN | ATTLEBORO MA | 335 | $40.2M | $2.0M |
| 10 | PENNSYLVANIA GENERAL ENERGY COMPANY, L.L.C. PENNSYLVANIA GENERAL ENERGY COMPANY, L.L.C. RETIREMENT PLAN | WARREN PA | 75 | $22.4M | $1.9M |