Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price TRP Equity Income in their Schedule of Assets, totaling $5.1M 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 | DAYTON T. BROWN INC. DAYTON T. BROWN, INC. PROFIT SHARING PENSION PLAN | BOHEMIA NY | 267 | $64.1M | $3.4M |
| 2 | LOS ANGELES PHILHARMONIC ASSOCIATION LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN | LOS ANGELES CA | 1,548 | $92.2M | $1.3M |
| 3 | URBAN ATELIER GROUP, LLC |
NEW YORK NY |
| 166 |
| $26.8M |
| $174K |
| 4 | HIGHLANDS RANCH COMMUNITY ASSOCIATION, INC. HRCA RETIREMENT PLAN | HIGHLANDS RANCH CO | 227 | $13.7M | $122K |
| 5 | ODYSSEY HOLDINGS LTD. REPUBLIC - ODYSSEY 401(K) PLAN | OAK BROOK IL | 490 | $36.6M | $107K |
