Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T Rowe T ROWE PRICE CAPITAL APPRECIATION I N/R in their Schedule of Assets, totaling $2.8M 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 | HELLERMANNTYTON CORPORATION HELLERMANNTYTON CORPORATION 401(K) RETIREMENT AND PROFIT SHARING PLAN | MILWAUKEE WI | 785 | $100.5M | $2.8M |
