Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Value I Registered investment company in their Schedule of Assets, totaling $96.1M 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 | ARCTIC SLOPE REGIONAL CORPORATION ARCTIC SLOPE REGIONAL CORPORATION AND SUBSIDIARIES EMPLOYEES RETIREMENT PLAN | ANCHORAGE AK | 15,212 | $1.5B | $35.6M |
| 2 | LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP MULTIPLE EMPLOYER RETIREMENT PLAN | LOMA LINDA CA | 3,932 | $699.9M | $31.6M |
| 3 |
LOMA LINDA CA |
| 3,876 |
| $330.9M |
| $17.2M |
| 4 | SAGE SOFTWARE INC. SAGE 401(K) PLAN | ATLANTA GA | 2,030 | $432.9M | $11.0M |
| 5 | FRANKLIN MONROE ADMINISTRATIVE SERVICES, LLC FRANKLIN MONROE RETIREMENT SAVINGS PLAN | CHICAGO IL | 114 | $19.5M | $704K |
| 6 | ATHENIX CYBER & SIGINT SOLUTIONS, LLC ATHENIX CYBER & SIGINT SOLUTIONS, LLC 401(K) PLAN | FULTON MD | 0 | $5.5M | $87K |
