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 Mutual Fund - in their Schedule of Assets, totaling $6.7M 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 | CACHE CREEK CASINO RESORT CACHE CREEK 401(K) PLAN | BROOKS CA | 1,994 | $127.1M | $2.5M |
| 2 | CAR TOYS, INC. CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN | SEATTLE WA | 672 | $25.6M | $1.1M |
| 3 | CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN |
CHARLOTTE NC |
| 1,029 |
| $84.6M |
| $983K |
| 4 | CONNECTICUT INSTITUTE FOR THE BLIND CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN | HARTFORD CT | 1,007 | $77.5M | $973K |
| 5 | COMPARENETWORKS, INC. COMPARENETWORKS, INC. 401(K) PLAN | SAN FRANCISCO CA | 120 | $17.6M | $795K |
| 6 | PUBMATIC, INC. PUBMATIC, INC. RETIREMENT TRUST | REDWOOD CITY CA | 321 | $38.9M | $334K |
