Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Mid-Cap Value Fund - in their Schedule of Assets, totaling $88.0M 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 | $35.6M |
| 2 | SIMMONS FIRST NATIONAL CORPORATION SIMMONS FIRST NATIONAL CORPORATION 401(K) PLAN | PINE BLUFF AR | 2,918 | $285.3M | $14.7M |
| 3 | ALPHA METALLURGICAL RESOURCES, LLC ALPHA METALLURGICAL RESOURCES 401(K) RETIREMENT SAVINGS PLAN |
BRISTOL TN |
| 3,913 |
| $378.3M |
| $8.4M |
| 4 | LANDSTAR SYSTEM HOLDINGS, INC. LANDSTAR SYSTEM, INC. 401(K) SAVINGS PLAN | JACKSONVILLE FL | 1,301 | $169.0M | $4.8M |
| 5 | KLEIN TOOLS, INC. KLEIN TOOLS RETIREMENT SAVINGS PLAN | MANSFIELD TX | 1,525 | $179.8M | $4.5M |
| 6 | DESILVA GATES CONTRUCTION, LP ODS RETIREMENT PLAN | DUBLIN CA | 312 | $89.6M | $4.0M |
| 7 | AUTOZONE, INC. AUTOZONE, INC. 401(K) PLAN | MEMPHIS TN | 99,222 | $1.1B | $2.6M |
| 8 | SNYDER & ASSOCIATES, INC. SNYDER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ANKENY IA | 297 | $60.0M | $2.1M |
| 9 | GREEN HASSON & JANKS LLP GHJ 401(K) RETIREMENT PLAN | LOS ANGELES CA | 234 | $47.2M | $1.7M |
| 10 | VIGOR INDUSTRIAL LLC VIGOR INDUSTRIAL LLC RETIREMENT PLAN | PORTLAND OR | 1,200 | $74.4M | $1.5M |
