Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T.Rowe Price T. Rowe Price U.S. Equity Research I in their Schedule of Assets, totaling $7.2M 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 | OCEANFIRST BANK RETIREMENT PLAN FOR OCEANFIRST BANK | TOMS RIVER NJ | 880 | $109.6M | $3.6M |
| 2 | ROYSTON, RAYZOR, VICKERY & WILLIAMS, LLP ROYSTON, RAYZOR, VICKERY & WILLIAMS SAVINGS PLAN FOR PARTNERS AND STAFF | HOUSTON TX | 103 | $21.5M | $1.5M |
| 3 | ADVANCE COMMUNITY HEALTH, INC. |
RALEIGH NC |
| 145 |
| $4.1M |
| $687K |
| 4 | FREEDMAN SEATING COMPANY FREEDMAN SEATING COMPANY 401(K) PLAN | CHICAGO IL | 641 | $30.1M | $599K |
| 5 | WELL CARE HEALTH, LLC WELL CARE HOME HEALTH CARE RETIREMENT SAVINGS PLAN | WILMINGTON NC | 523 | $15.7M | $439K |
| 6 | STEWART CANDY COMPANY STEWART CANDY COMPANY 401(K) PLAN | BLACKSHEAR GA | 173 | $12.2M | $394K |
