Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price U.S. Equity Research I T. Rowe Price 0 in their Schedule of Assets, totaling $1.3M 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 | BELTONE NEW ENGLAND BELTONE NEW ENGLAND 401(K) PLAN | WARWICK RI | 116 | $7.0M | $724K |
| 2 | J-M FARMS HOLDING, LLC J-M FARMS EMPLOYEES 401(K) PLAN | MIAMI OK | 222 | $5.1M | $462K |
| 3 | PRESBYTERIAN SENIORCARE PRESBYTERIAN SENIORCARE RETIREMENT SAVINGS PLAN |
OAKMONT PA |
| 848 |
| $15.8M |
| $71K |
| 4 | PRESBYTERIAN SENIORCARE PRESBYTERIAN SENIORCARE DEFINED CONTRIBUTION PLAN | OAKMONT PA | 599 | $22.2M | $48K |
