Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Value Fund I Mutual fund in their Schedule of Assets, totaling $23.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WACHTELL, LIPTON, ROSEN & KATZ WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN | NEW YORK NY | 660 | $638.7M | $18.1M |
| 2 | GBBN ARCHITECTS, INC. GBBN ARCHITECTS, INC. 401(K) SAVINGS PLAN | CINCINNATI OH | 125 | $33.1M | $2.4M |
| 3 | BRAKEFIRE, INC. DBA SILCO FIRE AND SECURITY |
CINCINNATI OH |
| 413 |
| $20.4M |
| $830K |
| 4 | THE HAMLIN SCHOOL THE HAMLIN SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 113 | $37.3M | $683K |
| 5 | SALISBURY SCHOOL SALISBURY SCHOOL DC RETIREMENT PLAN | SALISBURY CT | 166 | $37.0M | $563K |
| 6 | OLD DOMINION INSULATION, INC. OLD DOMINION INSULATION, INC. 401(K) PLAN | MIDLOTHIAN VA | 823 | $12.9M | $491K |
| 7 | LANCASTER-BURNS CONSTRUCTION, INC. LANCASTER-BURNS CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | ROSEVILLE CA | 296 | $8.0M | $439K |
| 8 | REKOR SYSTEMS, INC. REKOR SYSTEMS, INC. 401(K) PLAN | COLUMBIA MD | 240 | $9.3M | $75K |
