Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 164 U.S. retirement plans report holding T.Rowe Price in their Schedule of Assets, totaling $1.1B 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 | GIBBONS P.C. GIBBONS P.C. THRIFT SAVINGS PLAN & TRUST | NEWARK NJ | 289 | $243.8M | $131.4M |
| 2 | COSTCO WHOLESALE CORPORATION COSTCO PUERTO RICO RETIREMENT PLAN | ISSAQUAH WA | 1,340 | $127.2M | $86.1M |
| 3 | WOODWARD, INC. WOODWARD RETIREMENT SAVINGS PLAN |
FORT COLLINS CO |
| 6,574 |
| $2.0B |
| $67.1M |
| 4 | FIRST NATIONAL BANK ALASKA FIRST NATIONAL BANK ALASKA PROFIT SHARING & 401(K) PLAN | ANCHORAGE AK | 614 | $119.5M | $58.9M |
| 5 | THE GI ALLIANCE MANAGEMENT, LLC THE GI ALLIANCE MANAGEMENT 401K SAVINGS PLAN | DALLAS TX | 7,060 | $1.1B | $49.0M |
| 6 | AXA GROUP OPERATIONS AMERICAS INC. AXA GROUP OPERATIONS AMERICAS INC.401(K) PROFIT SHARING PLAN | NEW YORK NY | 175 | $149.4M | $47.1M |
| 7 | DYCOM INDUSTRIES, INC. DYCOM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 16,855 | $403.3M | $36.6M |
| 8 | AFFINITY FEDERAL CREDIT UNION AFFINITY FEDERAL CREDIT UNION 401(K) PLAN | BASKING RIDGE NJ | 513 | $109.1M | $32.8M |
| 9 | HCC INSURANCE HOLDINGS, INC. HCC INSURANCE HOLDINGS, INC. 401(K) PLAN | HOUSTON TX | 2,750 | $560.6M | $31.3M |
| 10 | GENTEX CORPORATION GENTEX CORPORATION RETIREMENT SAVINGS PLAN | ZEELAND MI | 6,100 | $509.6M | $31.2M |
