Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price TRP VALUE ADVISOR in their Schedule of Assets, totaling $632K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUMMIT INTERCONNECT, INC. SUMMIT 401(K) PLAN | ANAHEIM CA | 1,049 | $23.7M | $428K |
| 2 | COASTAL BEVERAGE COMPANY, INC. COASTAL BEVERAGE COMPANY, INC. PROFIT SHARING/401(K) PLAN | WILMINGTON NC | 550 | $27.1M | $204K |
