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-Service Mutual Fund in their Schedule of Assets, totaling $1.2M 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 | HOUSE HASSON HARDWARE CO., INC. HOUSE HASSON HARDWARE CO. , INC. EMPLOYEES | KNOXVILLE TN | 649 | $22.3M | $1.2M |
