Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Trust Company Capital Appreciation Fund in their Schedule of Assets, totaling $1.4M 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 | UNIVERSITY OF DUBUQUE UNIVERSITY OF DUBUQUE EMPLOYEES' 403(B) PLAN | DUBUQUE IA | 700 | $75.1M | $783K |
| 2 | H & M CONSTRUCTION COMPANY, INC. H & M CONSTRUCTION COMPANY, INC. EMPLOYEES' PROFIT SHARING AND RETIREMENT PLAN | JACKSON TN | 268 | $30.1M | $507K |
| 3 | PEDIATRIC ACADEMIC ASSOCIATION,INC. |
COLUMBUS OH |
| 558 |
| $122.7M |
| $127K |
