Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price U.S. Equity Research Fund Mutual fund in their Schedule of Assets, totaling $17.0M 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 | WNBA LLC WNBA PLAYERS RETIREMENT AND 401(K) SAVINGS PLAN | SECAUCUS NJ | 140 | $35.6M | $6.4M |
| 2 | WNBA, LLC WNBA PLAYERS RETIREMENT AND 401(K) SAVINGS PLAN | SECAUCUS NJ | 147 | $31.0M | $5.3M |
| 3 | ONE WORKPLACE L. FERRARI, LLC ONE WORKPLACE L. FERRARI 401(K) PLAN |
SANTA CLARA CA |
| 866 |
| $100.1M |
| $2.9M |
| 4 | MEDICAL ASSOCIATES OF RHODE ISLAND, INC. MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN | BRISTOL RI | 120 | $23.9M | $2.4M |
| 5 | HELLER CAPITAL GROUP, LLC HELLER CAPITAL GROUP, LLC 401K PLAN | LANCASTER PA | 120 | $7.8M | $41K |
| 6 | SHUR-CO, LLC SHUR-CO, LLC 401(K) PLAN | YANKTON SD | 400 | $21.7M | $29K |
| 7 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $29K |
| 8 | QUANTIPHI, INC. QUANTIPHI, INC. 401(K) RETIREMENT PLAN | MARLBOROUGH MA | 198 | $3.9M | $25K |
