Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya Voya T. Rowe Price Capital Appreciation Portfolio in their Schedule of Assets, totaling $659K 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 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $586K |
| 2 | THE ANNIE E. CASEY FOUNDATION, INC. THE ANNIE E. CASEY FOUNDATION 403(B) SAVINGS PLAN | BALTIMORE MD | 200 | $51.0M | $61K |
| 3 | CATALIGHT FOUNDATION |
WALNUT CREEK CA |
| 797 |
| $26.2M |
| $13K |
