Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T.Rowe Price U.S. Equity Research Fund in their Schedule of Assets, totaling $26.8M 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 | BODYCOTE IMT, INC. THE BODYCOTE INTERNATIONAL, INC. RETIREMENT PLAN | DALLAS TX | 1,020 | $140.1M | $12.1M |
| 2 | REVSPRING, INC. REVSPRING, INC. 401(K) PLAN | NASHVILLE TN | 859 | $62.2M | $4.9M |
| 3 | ARCHER TECHNOLOGIES LLC ARCHER RETIREMENT PLAN |
OVERLAND PARK KS |
| 380 |
| $65.4M |
| $4.3M |
| 4 | SAG AFTRA SAG-AFTRA 401(K) RETIREMENT PLAN | LOS ANGELES CA | 505 | $58.1M | $2.9M |
| 5 | IEM INTERNATIONAL, INC. IEM INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN | MORRISVILLE NC | 707 | $46.9M | $1.0M |
| 6 | HAYNES FURNITURE COMPANY, INC. HAYNES FURNITURE COMPANY RETIREMENT SAVINGS PLAN | VIRGINIA BEACH VA | 409 | $15.0M | $791K |
| 7 | BOB MAXEY LINCOLN, INC. BOB MAXEY LINCOLN MERCURY 401K PLAN & TRUST | DETROIT MI | 202 | $11.6M | $665K |
| 8 | SCHRADER BRIDGEPORT INTERNATIONAL, INC. SCHRADER BRIDGEPORT INTERNATIONAL, INC. 401(K) PLAN | ALTAVISTA VA | 169 | $23.2M | $113K |
| 9 | HEADLANDS TECH ORGANIZATION, LLC HEADLANDS TECH ORGANIZATION, LLC | CHICAGO IL | 115 | $25.7M | $56K |
| 10 | R & D MAINTENANCE SERVICES, INC. R & D MAINTENANCE SERVICES, INC. 401(K)PLAN | TULSA OK | 202 | $7.9M | $10K |
