Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T.Rowe Price T. Rowe Price Mid-Cap Value I in their Schedule of Assets, totaling $16.4M 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 | SAFRAN USA, INC. SAFRAN RETIREMENT AND SAVINGS ACCOUNT PLAN | IRVING TX | 3,913 | $598.1M | $5.7M |
| 2 | IDEMIA IDENTITY AND SECURITY IDEMIA RETIREMENT SAVINGS PLAN | RESTON VA | 1,777 | $352.3M | $3.6M |
| 3 | THE HAIN CELESTIAL GROUP, INC. THE HAIN CELESTIAL GROUP 401(K) PLAN |
HOBOKEN NJ |
| 959 |
| $98.7M |
| $2.5M |
| 4 | GIFFORD HEALTH CARE, INC. GIFFORD HEALTH CARE, INC. 403(B) RETIREMENT PLAN | RANDOLPH VT | 636 | $74.1M | $2.3M |
| 5 | TCPS, INC. TCPS, INC. 401(K) PLAN | LANHAM MD | 289 | $17.9M | $711K |
| 6 | AMPLIFY CREDIT UNION AMPLIFY CREDIT UNION 401(K) PLAN | AUSTIN TX | 210 | $24.2M | $649K |
| 7 | PRIMEWAY(TM) FEDERAL CREDIT UNION PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN | HOUSTON TX | 143 | $11.8M | $366K |
| 8 | THE BUDD GROUP, INC. BUDD GROUP, INC. 401(K) SAVINGS PLAN | WINSTON-SALEM NC | 2,283 | $5.4M | $214K |
| 9 | PYRAMEX SAFETY PRODUCTS, LLC PYRAMEX SAFETY PRODUCTS 401(K) | PIPERTON TN | 133 | $15.6M | $209K |
| 10 | PIONEER CLADDING & GLAZING SYSTEMS, INC. PIONEER 401(K) PLAN | MASON OH | 235 | $11.8M | $67K |
