Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding T. Rowe Price U.S. Equity Research I Mutual fund in their Schedule of Assets, totaling $21.9M 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 | SOCIETY FOR WORLDWIDE INTERBANK FINANCIAL TELECOMMUNICATION, INC. SWIFT PENSION PLAN | CULPEPER VA | 165 | $216.4M | $16.2M |
| 2 | JOSEPH P. CARRARA & SONS, INC. JOSEPH P. CARRARA & SONS, INC. 401(K) AND PROFIT SHARING PLAN | NORTH CLARENDON VT | 103 | $20.2M | $1.6M |
| 3 | ORLANDO MAGIC, LTD. |
ORLANDO FL |
| 333 |
| $39.0M |
| $983K |
| 4 | FOWLER PROPERTY ACQUISITIONS, LLC FOWLER PROPERTY ACQUISITIONS, LLC RETIREMENT SAVINGS PLAN | IRVINE CA | 171 | $22.2M | $867K |
| 5 | STEPWORKS RECOVERY CENTERS, LLC STEPWORKS 401(K) PLAN | ELIZABETHTOWN KY | 122 | $5.4M | $784K |
| 6 | YUSHIRO MANUFACTURING AMERICA, INC. YUSHIRO / QUALICHEM 401(K) PLAN | SHELBYVILLE IN | 157 | $15.4M | $555K |
| 7 | B & D INDUSTRIES, INC. B & D INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 161 | $15.7M | $551K |
| 8 | BRIGGS MANAGEMENT, LLC. DAIQUIRIS/FAT TUESDAY RETIREMENT SAVINGS PLAN | CORAL GABLES FL | 249 | $9.9M | $203K |
| 9 | TRIPLE HS, INCORPORATED H.T. HARVEY & ASSOCIATES 401(K) PLAN | LOS GATOS CA | 88 | $27.5M | $129K |
