Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Voya T. Rowe Price Capital Appreciation Portfolio - Institutional Class in their Schedule of Assets, totaling $2.2M 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 | VAUGHN INDUSTRIES, LLC VAUGHN INDUSTRIES, LLC 401K PROFIT SHARING PLAN | CAREY OH | 773 | $87.5M | $2.2M |
