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 Value Fund - in their Schedule of Assets, totaling $16.7M 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 | ALPHA METALLURGICAL RESOURCES, LLC ALPHA METALLURGICAL RESOURCES 401(K) RETIREMENT SAVINGS PLAN | BRISTOL TN | 3,913 | $378.3M | $4.8M |
| 2 | FIRST SOLAR, INC. FIRST SOLAR, INC. 401(K) PLAN | PERRYSBURG OH | 3,960 | $361.5M | $2.3M |
| 3 | KLEIN TOOLS, INC. KLEIN TOOLS RETIREMENT SAVINGS PLAN |
MANSFIELD TX |
| 1,525 |
| $179.8M |
| $2.0M |
| 4 | CAPITAL AREA PEDIATRICS, INC. CAPITAL AREA PEDIATRICS, INC. PROFIT SHARING PLAN | OAKTON VA | 177 | $39.3M | $1.8M |
| 5 | OREGON STATE CREDIT UNION OREGON STATE CREDIT UNION 401(K) PLAN | CORVALLIS OR | 295 | $47.0M | $1.8M |
| 6 | ORLANDO ORTHOPAEDIC CENTER M.D. P.A. ORLANDO ORTHOPAEDIC CENTER M.D. P.A. 401(K) PROFIT SHARING PLAN | ORLANDO FL | 230 | $53.0M | $1.1M |
| 7 | INCLUDED HEALTH, INC. INCLUDED HEALTH 401(K) PLAN | SAN FRANCISCO CA | 2,022 | $112.1M | $861K |
| 8 | COLUMBUS TECHNOLOGIES AND SERVICES, INC. COLUMBUS TECHNOLOGIES AND SERVICES, INC. 401(K) PROFIT SHARING PLAN | EL SEGUNDO CA | 119 | $45.0M | $522K |
| 9 | JEFFERIES FINANCIAL GROUP INC. JEFFERIES FINANCIAL GROUP INC. SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 207 | $92.6M | $507K |
| 10 | CRITERION SYSTEMS, L.L.C CRITERION SYSTEMS 401(K) & PROFIT SHARING PLAN | VIENNA VA | 794 | $55.8M | $497K |
