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 INV in their Schedule of Assets, totaling $12.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PRODUCTIVITY, INC. PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 372 | $58.3M | $7.4M |
| 2 | AMPORTS, INC. AMPORTS 401(K) PLAN | JACKSONVILLE FL | 579 | $26.4M | $3.8M |
| 3 | ATP PROFESSIONALS INC. ATP 401(K) PS PLAN & TRUST |
JACKSONVILLE BEACH FL |
| 402 |
| $6.3M |
| $811K |
| 4 | SAGACITY MEDIA, INC. SAGACITY MEDIA, INC. 401(K) AND PROFIT SHARING PLAN | PORTLAND OR | 43 | $4.4M | $20K |
