Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TROWE PRICE INSTL LCAP CORGWTH Registered Investment Company in their Schedule of Assets, totaling $33.8M 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 | SAMMONS CORPORATION SAMMONS ENTERPRISES, INC. 401(K) SAVINGS PLAN | DALLAS TX | 3,626 | $341.3M | $21.5M |
| 2 | CRAMER-KRASSELT CO. THE CRAMER-KRASSELT PROFIT SHARING/401(K) PLAN | CHICAGO IL | 143 | $88.8M | $8.7M |
| 3 | WESTERN RESERVE MUTUAL CASUALTY COMPANY WESTERN RESERVE GROUP 401(K) PROFIT SHARING PLAN |
WOOSTER OH |
| 287 |
| $62.0M |
| $3.7M |