Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Value Fund in their Schedule of Assets, totaling $36.1M 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 | ALLEN OVERY SHEARMAN STERLING US LLP SHEARMAN & STERLING LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 708 | $542.1M | $22.5M |
| 2 | HOFFMAN & HOFFMAN, INC. HOFFMAN HOFFMAN INC EMPLOYEE STOCK OWNERSHIP PLAN | GREENSBORO NC | 969 | $406.2M | $9.2M |
| 3 | LUXOFT USA, INC. LUXOFT 401(K) PLAN |
NEW YORK NY |
| 709 |
| $53.5M |
| $2.0M |
| 4 | INTERNATIONAL AUTOMOTIVE COMPONENTS GROUP NORTH AMERICA, INC. IACNA PORTABLE PENSION PLAN | SOUTHFIELD MI | 340 | $9.5M | $833K |
| 5 | SPRING-GREEN ENTERPRISES, INC. SPRING-GREEN LAWN CARE CORP. SAVINGS AND INVESTMENT PLAN AND TRUST | PLAINFIELD IL | 168 | $13.0M | $575K |
| 6 | COHEN VENTURES, INC DBA ENERGY SOLUTIONS ENERGY SOLUTIONS 401(K) PROFIT SHARING PLAN | OAKLAND CA | 494 | $46.3M | $414K |
| 7 | CRITERION SYSTEMS, L.L.C CRITERION SYSTEMS 401(K) & PROFIT SHARING PLAN | VIENNA VA | 794 | $55.8M | $323K |
| 8 | EMERGENCY NURSES ASSOCIATION EMERGENCY NURSES ASSOCIATION RETIREMENT SAVINGS PLAN | SCHAUMBURG IL | 106 | $21.5M | $137K |
| 9 | DELTA ELECTRICAL INCORPORATED DELTA ELECTRICAL 401(K) AND PROFIT SHARING PLAN | JACKSON TN | 97 | $5.1M | $59K |
| 10 | EUROKERA NORTH AMERICA, INC. EUROKERA NORTH AMERICA, INC. 401(K) PLAN | FOUNTAIN INN SC | 93 | $12.8M | $17K |
