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 Small-Cap Value in their Schedule of Assets, totaling $3.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROBERT WOOD JOHNSON FOUNDATION ROBERT WOOD JOHNSON FOUNDATION MATCHED SAVINGS PLAN | PRINCETON NJ | 338 | $132.2M | $1.6M |
| 2 | VANGUARD DIRECT, INC. VANGUARD DIRECT 401(K) RETIREMENT PLAN | NEW YORK NY | 133 | $24.7M | $683K |
| 3 | WINDSOR ELECTRIC CO INC WINDSOR ELECTRIC CO INC 401(K) RETIREMENT PLAN |
OWINGS MILLS MD |
| 158 |
| $70.7M |
| $434K |
| 4 | JB DOORS COMPANY JB DOORS COMPANY 401(K) PLAN | HAGERSTOWN MD | 167 | $18.9M | $241K |
| 5 | CARR AUTO GROUP, INC. CARR AUTO GROUP 401(K) RETIREMENT PLAN | BEAVERTON OR | 259 | $22.7M | $155K |
| 6 | AV DELAWARE HOLDINGS LIMITED AVD 401(K) PLAN | ROSEVILLE CA | 10 | $5.7M | $149K |
| 7 | PALMETTO CORP OF CONWAY PALMETTO CORP OF CONWAY 401(K) PLAN | CONWAY SC | 779 | $11.0M | $54K |
| 8 | ALFRED DUNNER, INC. ALFRED DUNNER, INC. 401(K) PLAN | NEW YORK NY | 181 | $38.5M | $47K |
| 9 | UNCOMN, LLC UNCOMN 401(K) PLAN | SCOTT AFB IL | 218 | $15.3M | $10K |
| 10 | T L F GRAPHICS INC T L F GRAPHICS INC 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER NY | 112 | $14.3M | $5K |
