Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Small-Cap Stock in their Schedule of Assets, totaling $79.4M 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 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $21.3M |
| 2 | THE DAVEY TREE EXPERT COMPANY THE DAVEY 401KSOP AND ESOP | KENT OH | 7,923 | $448.4M | $16.2M |
| 3 | MILWAUKEE ELECTRIC TOOL CORPORATION |
FORT LAUDERDALE FL |
| 13,666 |
| $813.0M |
| $9.7M |
| 4 | THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK RETIREMENT PLAN | ALBANY NY | 11,083 | $1.3B | $8.5M |
| 5 | MAZDA MOTOR OF AMERICA, INC., DBA MAZDA NORTH AMERICAN OPERATIONS RETIREMENT PLAN FOR EMPLOYEES OF MAZDA NORTH AMERICAN OPERATIONS | IRVINE CA | 318 | $181.7M | $5.7M |
| 6 | COUSHATTA TRIBE OF LOUISIANA COUSHATTA TRIBE 401(K) SAVINGS PLAN | ELTON LA | 1,592 | $61.1M | $3.7M |
| 7 | WINDSOR ELECTRIC CO INC WINDSOR ELECTRIC CO INC 401(K) RETIREMENT PLAN | OWINGS MILLS MD | 158 | $70.7M | $2.4M |
| 8 | TRIJICON, INC. TRIJICON, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WIXOM MI | 522 | $60.3M | $2.3M |
| 9 | AXWAY INC. AXWAY INC. 401(K) PLAN | SCOTTSDALE AZ | 362 | $87.4M | $2.3M |
| 10 | HAUN WELDING SUPPLY, INC THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN OF HAUN WELDING SUPPLY, INC. | SYRACUSE NY | 316 | $26.4M | $1.9M |
