Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya VY ® T. Rowe Price Capital Appreciation Portfolio in their Schedule of Assets, totaling $3.3M 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 | SMITH ELLIOTT KEARNS & COMPANY, LLC SMITH ELLIOTT KEARNS & COMPANY LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | HAGERSTOWN MD | 201 | $47.3M | $1.3M |
| 2 | LAMBERTI USA, INC. LAMBERTI USA, INC. PROFIT SHARING & SAVINGS PLAN | HUNGERFORD TX | 141 | $13.0M | $1.3M |
| 3 | NORTHSIDE IMPORTS, INC. |
LINCOLNWOOD IL |
| 463 |
| $15.2M |
| $692K |
