Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T.Rowe Price U.S. Equity Research I Fund Mutual Fund in their Schedule of Assets, totaling $1.2M 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 | GWBD OPERATIONS, INC. GWBD 401(K) RETIREMENT PLAN | GRANDVIEW MO | 150 | $10.8M | $637K |
| 2 | CERTIFIED INDUSTRIAL PARTNERS, INC. CERTIFIED INDUSTRIAL PARTNERS RETIREMENT PLAN | KANSAS CITY MO | 187 | $8.3M | $515K |
