Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T. Rowe Price T. Rowe Price QM U.S. Small-Cap Growth Equity Fund in their Schedule of Assets, totaling $17.7M 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 | SIMMONS FIRST NATIONAL CORPORATION SIMMONS FIRST NATIONAL CORPORATION 401(K) PLAN | PINE BLUFF AR | 2,918 | $285.3M | $10.8M |
| 2 | CALIFORNIA DENTAL ASSOCIATION CALIFORNIA DENTAL ASSOCIATION 401(K) PLAN | SACRAMENTO CA | 253 | $67.3M | $2.9M |
| 3 | WEBASTO ROOF SYSTEMS INC. |
AUBURN HILLS MI |
| 2,572 |
| $166.8M |
| $2.3M |
| 4 | SUN RIVER HEALTH, INC. SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN | PEEKSKILL NY | 1,894 | $156.7M | $667K |
| 5 | LION GROUP, INC. LION GROUP, INC. PROFIT SHARING PLAN AND TRUST | DAYTON OH | 1,037 | $37.4M | $452K |
| 6 | ORAL SURGERY PARTNERS MSO, LLC ORAL SURGERY PARTNERS MSO, LLC 401(K) PROFIT SHARING PLAN AND TRUST | CHESTERFIELD MO | 980 | $50.3M | $242K |
| 7 | MICROCARE, LLC MICROCARE, LLC SALARY SAVINGS PLAN | NEW BRITAIN CT | 123 | $11.6M | $113K |
| 8 | UNIVERSAL POOL COMPANY, INC UNIVERSAL POOL COMPANY, INC 401(K) SAVINGS PLAN | SOUTH HOLLAND IL | 381 | $19.1M | $45K |
| 9 | JCM INDUSTRIES, INC. JCM INDUSTRIES, INC. DBA ADVANCE STORAGE PRODUCTS 401(K) PROFIT SHARING PLAN | HUNTINGTON BEACH CA | 279 | $15.7M | $43K |
| 10 | SOLUTIONS 4 COMMUNITY HEALTH, INC. SOLUTIONS 4 COMMUNITY HEALTH, INC.401 (K) RETIREMENT PLAN | PEEKSKILL NY | 133 | $4.1M | $11K |
