Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding T. Rowe Price Value Fund Mutual fund in their Schedule of Assets, totaling $81.3M 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 | ZENITH INSURANCE COMPANY ZENITH 401(K) PLAN | WOODLAND HILLS CA | 1,474 | $399.3M | $36.2M |
| 2 | ROBINSON & COLE LLP ROBINSON & COLE SAVINGS PLAN | HARTFORD CT | 388 | $294.3M | $21.3M |
| 3 | TRIDENT SEAFOODS CORPORATION TRIDENT SEAFOODS CORPORATION 401(K) RETIREMENT PLAN |
SEATTLE WA |
| 2,573 |
| $255.5M |
| $5.4M |
| 4 | ANCHOR QEA, INC. ANCHOR QEA 401(K) PLAN | SEATTLE WA | 525 | $110.0M | $5.0M |
| 5 | HEFFERNAN INSURANCE BROKERS HEFFERNAN INSURANCE BROKERS 401(K) PLAN | WALNUT CREEK CA | 782 | $129.7M | $4.8M |
| 6 | SELLEN CONSTRUCTION CO., INC. SELLEN CONSTRUCTION CO., INC. 401(K) AND WEALTHBUILDER RETIREMENT PLAN | SEATTLE WA | 192 | $99.1M | $2.6M |
| 7 | ROBINSON & COLE LLP ROBINSON & COLE EMPLOYEE SAVINGS PLAN | HARTFORD CT | 158 | $30.7M | $1.4M |
| 8 | ADAMS ELECTRIC COMPANY, INC. ADAMS ELECTRIC COMPANY, INC. 401(K) RETIREMENT PLAN | GREENSBORO NC | 583 | $13.6M | $1.1M |
| 9 | ALASKA POWER & TELEPHONE COMPANY ALASKA POWER & TELEPHONE COMPANY EMPLOYEE STOCK OWNERSHIP & SAVINGS PLAN | CRAIG AK | 151 | $57.9M | $982K |
| 10 | STRAVA, INC. STRAVA, INC. RETIREMENT TRUST | SAN FRANCISCO CA | 331 | $38.1M | $574K |
