Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding T.Rowe Price Value Fund Mutual Fund in their Schedule of Assets, totaling $78.2M 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 | 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 | ROBINSON & COLE LLP ROBINSON & COLE EMPLOYEE SAVINGS PLAN | HARTFORD CT | 158 | $30.7M | $1.4M |
| 7 | ADAMS ELECTRIC COMPANY, INC. ADAMS ELECTRIC COMPANY, INC. 401(K) RETIREMENT PLAN | GREENSBORO NC | 583 | $13.6M | $1.1M |
| 8 | ALASKA POWER & TELEPHONE COMPANY ALASKA POWER & TELEPHONE COMPANY EMPLOYEE STOCK OWNERSHIP & SAVINGS PLAN | CRAIG AK | 151 | $57.9M | $982K |
| 9 | STRAVA, INC. STRAVA, INC. RETIREMENT TRUST | SAN FRANCISCO CA | 331 | $38.1M | $574K |
| 10 | PURPLE STRATEGIES, LLC PURPLE STRATEGIES 401(K) RETIREMENT PLAN | ALEXANDRIA VA | 125 | $20.1M | $415K |
