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 Val I in their Schedule of Assets, totaling $3.9M 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 | PUBLICATIONS INTERNATIONAL, LTD. PUBLICATIONS INTERNATIONAL, LTD. SAVINGS PLAN | MORTON GROVE IL | 91 | $16.7M | $1.6M |
| 2 | PHYSICIANS ALLIANCE OF CONNECTICUT, LLC PHYSICIANS ALLIANCE OF CONNECTICUT, LLC RETIREMENT PLAN | BRANFORD CT | 360 | $63.8M | $1.5M |
| 3 | SIDECAR HR LLC |
ORLANDO FL |
| 1,286 |
| $35.6M |
| $536K |
| 4 | UROLOGY SAN ANTONIO, P.A. UROLOGY SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN | SAN ANTONIO TX | 227 | $41.5M | $252K |
