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 T. Rowe Price 0 in their Schedule of Assets, totaling $5.7M 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 | INNOVATIVE LEARNING, INC. INNOVATIVE LEARNING, INC. 403(B) RETIREMENT PLAN | ANNAPOLIS MD | 214 | $21.9M | $2.2M |
| 2 | GOULSTON TECHNOLOGIES, INC. GOULSTON TECHNOLOGIES, INC 401(K) & DEFINED CTBN RETIREMENT SVGS PLAN | MONROE NC | 115 | $31.0M | $1.6M |
| 3 | HOURIGAN CONSTRUCTION CORP. |
RICHMOND VA |
| 229 |
| $30.0M |
| $1.1M |
| 4 | LUMINATOR TECHNOLOGY GROUP, INC. LUMINATOR TECHNOLOGY GROUP 401(K) PLAN | PLANO TX | 348 | $30.7M | $532K |
| 5 | BROCK AND COMPANY, INC. BROCK AND COMPANY, INC. 401K RETIREMENT PLAN | MALVERN PA | 384 | $13.3M | $274K |
| 6 | BAY AREA COMMUNITY HEALTH BAY AREA COMMUNITY HEALTH 403(B) PLAN | FREMONT CA | 1,162 | $24.1M | $53K |
