Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding T.Rowe Price U.S. Equity Research I in their Schedule of Assets, totaling $20.9M 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 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN | NASHVILLE TN | 3,612 | $564.6M | $16.6M |
| 2 | INSULATION DISTRIBUTORS, INC. INSULATION DISTRIBUTORS, INC. 401(K) PLAN | CHANHASSEN MN | 614 | $23.0M | $2.0M |
| 3 | STORR OFFICE ENVIRONMENTS, INC. STORR OFFICE ENVIRONMENTS, INC 401(K) PROFIT SHARING PLAN |
RALEIGH NC |
| 233 |
| $16.7M |
| $387K |
| 4 | INTERNATIONAL SERVICES, INC. INTERNATIONAL SERVICES, INC. 401(K) PLAN | ARLINGTON HEIGHTS IL | 623 | $32.2M | $372K |
| 5 | SIE HOLDINGS, INC. SIE HOLDINGS, INC. 401(K) RETIREMENT PLAN | CHARLOTTE NC | 481 | $28.2M | $347K |
| 6 | GEORGIA UTILITY CONTRACTORS ASSOCIATION, INC. CONTRACTORS RETIREMENT PLAN | FOREST PARK GA | 1,400 | $35.8M | $339K |
| 7 | UNITED REFRACTORIES CO. UNITED REFRACTORIES CO. THRIFT SAVINGS PLAN | MCMURRAY PA | 123 | $11.2M | $223K |
| 8 | VILLA HEALTHCARE MANAGEMENT, INC THE VILLA HEALTHCARE 401(K) PLAN | LINCOLNWOOD IL | 2,488 | $18.3M | $212K |
| 9 | LARRY ROESCH FAMILY AUTO GROUP LARRY ROESCH FAMILY AUTO GROUP 401(K) PLAN | ELMHURST IL | 124 | $9.4M | $142K |
| 10 | PERRIN ASPHALT COMPANY, INC. PERRIN ASPHALT COMPANY, INC. 401K PROFIT SHARING PLAN | AKRON OH | 119 | $18.8M | $94K |
