Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TROWE PRICE ALLCAP OPPS ADV in their Schedule of Assets, totaling $2.3M 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 | PROMESA, INC. PROMESA, INC. 401(K) PROFIT SHARING PLAN | BRONX NY | 423 | $23.6M | $1.2M |
| 2 | LOWER GREAT LAKES KENWORTH, INC. LOWER GREAT LAKES KENWORTH, INC. 401(K) PLAN | SOUTH BEND IN | 142 | $8.0M | $487K |
| 3 | AMG VANADIUM LLC AMG VANADIUM LLC 401(K) AND PROFIT SHARING PLAN |
WAYNE PA |
| 148 |
| $13.3M |
| $398K |
| 4 | ACACIA NETWORK HOUSING, INC. ACACIA NETWORK HOUSING, INC. 401(K) PLAN | BRONX NY | 996 | $12.6M | $208K |
