Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding T.Rowe Price Value I in their Schedule of Assets, totaling $36.4M 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 | ADIDAS AMERICA, INC. ADIDAS 401(K) SAVINGS AND RETIREMENT PLAN | PORTLAND OR | 6,427 | $956.2M | $24.9M |
| 2 | SOUTH CAROLINA PEDIATRIC ALLIANCE, LLC SOUTH CAROLINA PEDIATRIC ALLIANCE, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 200 | $37.6M | $4.7M |
| 3 | SAR TRILOGY, LLC |
ATLANTA GA |
| 194 |
| $31.6M |
| $2.5M |
| 4 | HLW INTERNATIONAL, LLP HLW INTERNATIONAL, LLP SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 196 | $35.3M | $1.7M |
| 5 | MONTE SANO RESEARCH CORPORATION MONTE SANO RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 136 | $35.7M | $912K |
| 6 | DISTEK INTEGRATION, INC. DISTEK INTEGRATION, INC. 401(K) PROFIT SHARING PLAN | CEDAR FALLS IA | 143 | $23.7M | $814K |
| 7 | UROLOGY ASSOCIATES OF MOBILE, P.A. UROLOGY ASSOCIATES OF MOBILE, P.A. 401(K) PROFIT SHARING PLAN | MOBILE AL | 201 | $25.3M | $356K |
| 8 | RENKIM CORPORATION RENKIM CORPORATION PROFIT SHARING/401(K) PLAN | SOUTHGATE MI | 159 | $7.3M | $200K |
| 9 | STORR OFFICE ENVIRONMENTS, INC. STORR OFFICE ENVIRONMENTS, INC 401(K) PROFIT SHARING PLAN | RALEIGH NC | 233 | $16.7M | $123K |
| 10 | FIRSTBANK FIRSTBANK 401(K) PLAN | ANTLERS OK | 162 | $8.6M | $72K |
