Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. ROWE PRICE VALUE FUND - ADV in their Schedule of Assets, totaling $6.3M 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 | ASSOCIATED EQUIPMENT COMPANY, INC. ASSOCIATED EQUIPMENT COMPANY, INC. PROFIT SHARING & 401K PLAN | PEARLAND TX | 148 | $35.4M | $1.9M |
| 2 | ERVING INDUSTRIES, INC. ERVING INDUSTRIES, INC. 401(K) PLAN | ERVING MA | 121 | $21.9M | $1.6M |
| 3 | SUPERIOR DAIRY, INC. SUPERIOR DAIRY, INC. 401(K) SAVINGS PLAN & TRUST |
CANTON OH |
| 66 |
| $10.4M |
| $958K |
| 4 | SUPERIOR DAIRY, INC. SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN | CANTON OH | 234 | $10.6M | $709K |
| 5 | HNB NATIONAL BANK HNB NATIONAL BANK 401(K) RETIREMENT SAVINGS PLAN | HANNIBAL MO | 129 | $12.2M | $634K |
| 6 | OAK HALL INDUSTRIES, LP OAK HALL INDUSTRIES, LP 401(K) PLAN | SALEM VA | 316 | $6.0M | $256K |
| 7 | GEORGE INDUSTRIES, LLC GEORGE INDUSTRIES, LLC RETIREMENT SAVINGS PLAN | ENDICOTT NY | 117 | $7.5M | $130K |
