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 U.S. Equity Research Fund in their Schedule of Assets, totaling $17.3M 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 | FLENDER CORPORATION FLENDER CORPORATION SAVINGS PLAN | ELGIN IL | 188 | $42.1M | $8.2M |
| 2 | OLD POINT FINANCIAL CORPORATION OLD POINT FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN | HAMPTON VA | 257 | $55.5M | $7.4M |
| 3 | OSHA BERGMAN WATANABE & BURTON LLP OSHA BERGMAN WATANABE & BURTON 401(K) PLAN |
HOUSTON TX |
| 123 |
| $18.1M |
| $1.1M |
| 4 | RICARDO LLC RICARDO LLC 401(K) RETIREMENT PLAN | VAN BUREN TOWNSHIP MI | 333 | $77.6M | $497K |
