Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Trust Company Mid-Cap Value Fund in their Schedule of Assets, totaling $15.9M 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 | CVR SERVICES, LLC CVR ENERGY 401(K) PLAN | SUGAR LAND TX | 994 | $226.1M | $7.1M |
| 2 | EQUINOR US HOLDINGS INC. EQUINOR US HOLDINGS INC. 401(K) RETIREMENT PLAN | STAMFORD CT | 666 | $309.7M | $5.1M |
| 3 | CVR SERVICES, LLC CVR ENERGY 401(K) PLAN FOR REPRESENTED EMPLOYEES |
SUGAR LAND TX |
| 620 |
| $115.3M |
| $1.6M |
| 4 | EQUINOR US HOLDINGS INC. EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLAN | STAMFORD CT | 734 | $199.6M | $1.5M |
| 5 | HMT LLC HMT 401(K) RETIREMENT PLAN | THE WOODLANDS TX | 1,204 | $40.7M | $433K |
| 6 | H & M CONSTRUCTION COMPANY, INC. H & M CONSTRUCTION COMPANY, INC. EMPLOYEES' PROFIT SHARING AND RETIREMENT PLAN | JACKSON TN | 268 | $30.1M | $215K |
| 7 | UNIVERSITY OF DUBUQUE UNIVERSITY OF DUBUQUE EMPLOYEES' 403(B) PLAN | DUBUQUE IA | 700 | $75.1M | $80K |
