Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Value I Mutual Funds in their Schedule of Assets, totaling $9.8M 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 | MICHELS CORPORATION MICHELS CORPORATION 401(K) SAVINGS PLAN | BROWNSVILLE WI | 2,598 | $276.0M | $7.4M |
| 2 | J.J. TAYLOR COMPANIES, INC. J.J. TAYLOR COMPANIES, INC. PROFIT SHARING RETIREMENT PLAN | JUPITER FL | 1,196 | $132.4M | $1.2M |
| 3 | MAGNESITA REFRACTORIES COMPANY |
YORK PA |
| 77 |
| $71.3M |
| $619K |
| 4 | COLTENE/WHALEDENT, INC. COLTENE/WHALEDENT, INC. PROFIT SHARING PLAN | CUYAHOGA FALLS OH | 268 | $25.9M | $594K |
