Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding T.Rowe Price Value Fund I in their Schedule of Assets, totaling $13.5M 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 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN 403(B) PLAN | MADISON WI | 765 | $93.1M | $3.6M |
| 2 | EMHART GLASS MANUFACTURING, INC. EMHART GLASS RETIREMENT AND SAVINGS PLAN | HORSEHEADS NY | 180 | $57.1M | $2.4M |
| 3 | QUEST GLOBAL SERVICES N.A., INC. |
WINDSOR CT |
| 2,023 |
| $90.3M |
| $2.1M |
| 4 | TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN | WILKES-BARRE PA | 902 | $27.6M | $1.2M |
| 5 | THE NIGHTINGALE-BAMFORD SCHOOL THE NIGHTINGALE-BAMFORD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 207 | $110.3M | $818K |
| 6 | MORRISTOWN BEARD SCHOOL MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MORRISTOWN NJ | 216 | $51.7M | $566K |
| 7 | UPSTATE VETERINARY SPECIALTIES, PLLC UPSTATE VETERINARY SPECIALTIES 401(K) PLAN | LATHAM NY | 185 | $11.8M | $484K |
| 8 | MAS US HOLDINGS INC MAS US HOLDINGS INC 401(K) PLAN | ASHEBORO NC | 155 | $4.9M | $425K |
| 9 | THE ORTHOPAEDIC GROUP, P.C. THE ORTHOPAEDIC GROUP, P.C. PENSION PLAN | MOBILE AL | 175 | $18.7M | $348K |
| 10 | UNITED MORTGAGE CORP UNITED MORTGAGE CORP 401(K) PROFIT SHARING PLAN AND TRUST | MELVILLE NY | 353 | $11.1M | $256K |
