Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Small Cap in their Schedule of Assets, totaling $29.4M 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 | AAAA RETIRE. FUND FOR MEM. AGENCIES 103-12-IE | CHARLOTTE NC | — | $420.1M | $24.1M |
| 2 | R & R PARTNERS, INC. THE R & R RETIREMENT PLAN | LAS VEGAS NV | 296 | $46.5M | $2.8M |
| 3 | WADHAMS ENTERPRISES, INC. WADHAMS ENTERPRISES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN |
PHELPS NY |
| 679 |
| $36.5M |
| $2.3M |
| 4 | MULLIGAN FUNDING, LLC MULLIGAN FUNDING 401(K) PLAN | SAN DIEGO CA | 146 | $9.1M | $154K |
