Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Value in their Schedule of Assets, totaling $29.1M 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 | ENVESTNET FINANCIAL TECHNOLOGIES, INC. ENVESTNET 401(K) RETIREMENT PLAN | BERWYN PA | 1,602 | $347.3M | $8.7M |
| 2 | INTERNATIONAL AUTOMOTIVE COMPONENTS GROUP NORTH AMERICA IACNA RETIREMENT SAVINGS PROGRAM | SOUTHFIELD MI | 591 | $177.4M | $5.8M |
| 3 | INTERNATIONAL AUTOMOTIVE COMPONENTS GROUP NORTH AMERICA |
SOUTHFIELD MI |
| 1,598 |
| $54.4M |
| $3.9M |
| 4 | GRUBHUB HOLDINGS INC. GRUBHUB, INC. 401(K) RETIREMENT PLAN | CHICAGO IL | 2,068 | $219.2M | $2.3M |
| 5 | BOWMAN CONSULTING GROUP, LTD. BOWMAN CONSULTING GROUP, LTD. RETIREMENT PLAN | RESTON VA | 2,122 | $164.7M | $1.8M |
| 6 | TRIJICON, INC. TRIJICON, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WIXOM MI | 522 | $60.3M | $1.6M |
| 7 | MONTCLAIR KIMBERLEY ACADEMY FOUNDATION MONTCLAIR KIMBERLEY ACADEMY FOUNDATION DEFINED CONTRIBUTION AND SUPPLEMENTAL RET. ANNUITY PLAN | MONTCLAIR NJ | 246 | $108.4M | $1.6M |
| 8 | FAIRFIELD MEDICAL CENTER FAIRFIELD MEDICAL CENTER 401(K) RETIREMENT SAVINGS PLAN | LANCASTER OH | 1,881 | $203.4M | $1.3M |
| 9 | CHILDREN'S HOME SOCIETY OF NORTH CAROLINA, INC. CHILDREN'S HOME SOCIETY OF NC, INC. 403(B) PLAN | GREENSBORO NC | 345 | $14.1M | $628K |
| 10 | THE COMMERCIAL CLUB OF CHICAGO THE 401(K) PROFIT SHARING PLAN OF THE COMMERCIAL CLUB OF CHICAGO | CHICAGO IL | 88 | $11.3M | $573K |
