Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Trust Company Equity Income Fund in their Schedule of Assets, totaling $2.0M 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 | H & M CONSTRUCTION COMPANY, INC. H & M CONSTRUCTION COMPANY, INC. EMPLOYEES' PROFIT SHARING AND RETIREMENT PLAN | JACKSON TN | 268 | $30.1M | $871K |
| 2 | ICAHN CHARTER SCHOOL 1 ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN | BRONX NY | 325 | $21.9M | $709K |
| 3 | UNIVERSITY OF DUBUQUE |
DUBUQUE IA |
| 700 |
| $75.1M |
| $250K |
| 4 | NEW SEABURY RESOURCES MANAGEMENT, INC. NEW SEABURY RESOURCES MANAGEMENT, INC. 401(K) PLAN | MASHPEE MA | 220 | $8.1M | $127K |
