Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Voya T. Rowe Price Capital Appreciation Portfolio, in their Schedule of Assets, totaling $18.4M 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 | KARL STORZ ENDOSCOPY-AMERICA, INC. KARL STORZ ENDOSCOPY-AMERICA, INC. EMPLOYEE SAVINGS PLAN | EL SEGUNDO CA | 2,147 | $467.4M | $17.1M |
| 2 | NORTHEAST REMSCO CONSTRUCTION INC. NORTHEAST REMSCO CONSTRUCTION INC. 401(K) PLAN | WALL NJ | 116 | $20.5M | $984K |
| 3 | CENTRAL CLINIC, INC. |
CINCINNATI OH |
| 128 |
| $5.1M |
| $176K |
| 4 | BCI BRANDS, LLC BCI BRANDS, LLC EMPLOYEE SAVINGS PLAN | NEW YORK NY | 305 | $12.4M | $85K |
| 5 | WILLIAM BEAUMONT HOSPITAL BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 34,406 | $3.0B | $37K |
