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 Inv in their Schedule of Assets, totaling $795K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PISGAH LEGAL SERVICES PISGAH LEGAL SERVICES | ASHEVILLE NC | 124 | $8.0M | $359K |
| 2 | CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING AND TRUST CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEWMARKET NH | 132 | $9.9M | $224K |
| 3 | ENVISION AESC US, LLC ENVISION AESC US, LLC 401(K) PLAN |
SMYRNA TN |
| 799 |
| $29.9M |
| $104K |
| 4 | WEST SIDE MONTESSORI SCHOOL WEST SIDE MONTESSORI SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 86 | $10.8M | $80K |
| 5 | LIFT-ALL COMPANY INC LIFT-ALL COMPANY, INC. PROFIT SHARING PLAN | LANDISVILLE PA | 221 | $25.5M | $20K |
| 6 | HUDSON COUNTY MOTORS, INC. HUDSON COUNTY MOTORS, INC. 401(K) PLAN | SECAUCUS NJ | 109 | $8.6M | $7K |