Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. ROWE PRICE TROWEPRICE EQTY INC I MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $2.5M 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 | LEGAL SERVICES CORPORATION LEGAL SERVICES CORPORATION 403B PLAN | WASHINGTON DC | 194 | $56.8M | $1.1M |
| 2 | CARPENTER INDUSTRIES INC. CARPENTER INDUSTRIES INC. 401K PLAN | CONCORD NC | 142 | $10.2M | $906K |
| 3 | CERES ENVIRONMENTAL SERVICES INC. CERES ENVIRONMENTAL SERVICES 401K PROFIT SHARING PLAN |
SARASOTA FL |
| 710 |
| $9.1M |
| $240K |
| 4 | TEXAS COMMUNITY BANK TEXAS COMMUNITY BANK EMPLOYEES 401K PROFIT SHARING PLAN | LAREDO TX | 223 | $6.9M | $229K |
| 5 | TRYON DISTRIBUTING LLC TRYON DISTRIBUTING LLC 401K RETIREMENT PLAN | CHARLOTTE NC | 264 | $11.1M | $61K |
| 6 | HUNEEUS VINTNERS LLC HUNEEUS VINTNERS 401K PLAN | ST HELENA CA | 294 | $12.8M | $12K |
| 7 | THE ARBOR CIRCLE CORPORATION ARBOR CIRCLE RETIREMENT PLAN | GRAND RAPIDS MI | 315 | $7.6M | $4K |
