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 US Equity Research in their Schedule of Assets, totaling $378K 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 | ERMCO, INC. ERMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN | INDIANAPOLIS IN | 121 | $151.4M | $149K |
| 2 | W.T. WALKER GROUP, INC. W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN | MILWAUKEE WI | 341 | $52.5M | $87K |
| 3 | CONTI SERVICE, LLC CONTI SERVICE, LLC MEP 401(K) PLAN |
STERLING HEIGHTS MI |
| 719 |
| $29.4M |
| $77K |
| 4 | SPALDING DEDECKER ASSOCIATES, INC. SPALDING DEDECKER ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ROCHESTER HILLS MI | 153 | $22.4M | $65K |
