Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price T. Rowe Price US Equity Research Fund in their Schedule of Assets, totaling $1.3M 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 | ZIN TECHNOLOGIES, INC. ZIN TECHNOLOGIES, INC. 401(K) PLAN | MIDDLEBURG HEIGHTS OH | 239 | $49.3M | $805K |
| 2 | TRI-STARR MANAGEMENT SERVICES, INC LEGACY 401(K) PLAN | FRANKLIN IN | 1,098 | $38.6M | $514K |
| 3 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN |
LAKELAND FL |
| 2,092 |
| $327.8M |
| $23K |
