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 Mid Cap Value in their Schedule of Assets, totaling $5.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OHIO VALLEY ELECTRIC CORPORATION SUPPLEMENTAL PENSION & SAVINGS PLAN FOR EES OF OHIO VALLEY ELECTRIC CORP AND INDIANA-KENTUCKY ELECTRIC CORP | PIKETON OH | 539 | $150.0M | $3.0M |
| 2 | MONTERRA CREDIT UNION MONTERRA CREDIT UNION 401(K) PLAN | REDWOOD CITY CA | 217 | $43.6M | $747K |
| 3 | DAYTON T. BROWN INC. |
BOHEMIA NY |
| 267 |
| $64.1M |
| $745K |
| 4 | ADVANCED VEHICLE ASSEMBLIES LLC GLOBAL AUTOMOTIVE SYSTEMS 401(K) RETIREMENT PLAN | ROCHESTER HILLS MI | 376 | $17.9M | $624K |
| 5 | LITMANGERSON ASSOCIATES, LLP SALARY REDUCTION PLAN LITMANGERSON ASSOCIATES, LLP SALARY REDUCTION PLAN | WOBURN MA | 146 | $20.3M | $83K |