Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding T. Rowe Price Trust Company Mid-Cap Growth Fund in their Schedule of Assets, totaling $22.5M 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 | EQUINOR US HOLDINGS INC. EQUINOR US HOLDINGS INC. 401(K) RETIREMENT PLAN | STAMFORD CT | 666 | $309.7M | $8.8M |
| 2 | CVR SERVICES, LLC CVR ENERGY 401(K) PLAN | SUGAR LAND TX | 994 | $226.1M | $6.0M |
| 3 | EQUINOR US HOLDINGS INC. EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLAN |
STAMFORD CT |
| 734 |
| $199.6M |
| $2.6M |
| 4 | H & M CONSTRUCTION COMPANY, INC. H & M CONSTRUCTION COMPANY, INC. EMPLOYEES' PROFIT SHARING AND RETIREMENT PLAN | JACKSON TN | 268 | $30.1M | $2.2M |
| 5 | CVR SERVICES, LLC CVR ENERGY 401(K) PLAN FOR REPRESENTED EMPLOYEES | SUGAR LAND TX | 620 | $115.3M | $1.4M |
| 6 | ICAHN CHARTER SCHOOL 1 ICAHN CHARTER SCHOOL RETIREMENT SAVINGS PLAN | BRONX NY | 325 | $21.9M | $923K |
| 7 | NEW SEABURY RESOURCES MANAGEMENT, INC. NEW SEABURY RESOURCES MANAGEMENT, INC. 401(K) PLAN | MASHPEE MA | 220 | $8.1M | $246K |
| 8 | UNIVERSITY OF DUBUQUE UNIVERSITY OF DUBUQUE EMPLOYEES' 403(B) PLAN | DUBUQUE IA | 700 | $75.1M | $200K |
| 9 | PEDIATRIC ACADEMIC ASSOCIATION,INC. PEDIATRIC ACADEMIC ASSOCIATION, INC. 403(B) TAX-SHELTERED ANNUITY PLAN | COLUMBUS OH | 558 | $122.7M | $36K |
