Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price T. Rowe Price U.S. Small-Cap Value Equity Trust, Class D in their Schedule of Assets, totaling $303.9M 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 | INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 401(K) PLAN | SALT LAKE CITY UT | 69,032 | $6.8B | $287.1M |
| 2 | SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM SCL HEALTH 401(K) RETIREMENT SAVINGS PLAN | BROOMFIELD CO | 13,884 | $1.5B | $16.8M |
