Form 5500 Search

T Rowe Price Retirement Balanced TR

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 28 retirement plans report an interest in this investment, totaling $38.1M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
28
Reported interest (EOY)
$38.1M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 3 name variants: T Rowe Price Retirement Balanced TR, T Rowe Price Retirement Balanced, T Rowe Price Retirement Balanced C. Counts combine all variants of the same investment.

Plans holding T Rowe Price Retirement Balanced TRranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.)
CHUBB US 401(K) PLAN
PHILADELPHIA
PA
15,717$5.0B$14.9M
2TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 DEFINED CONTRIBUTION AND 401K
ELECTRICAL WORKERS LOCAL NO. 292 DEFINED CONTRIBUTION AND 401K PLAN
BROOKLYN PARK
MN
5,698$1.2B$3.8M
3BAYHEALTH MEDICAL CENTER, INC.
BAYHEALTH MEDICAL CENTER, INC. RETIREMENT AND SAVINGS PLAN
DOVER
DE
4,619$539.1M$3.7M
4HUB INTERNATIONAL LIMITED
HUB INTERNATIONAL LIMITED 401(K) SAVINGS PLAN
CHICAGO
IL
13,429$1.6B$3.1M
5AMERICAN NATIONAL GROUP SERVICES
AMERICAN NATIONAL 401(K) PLAN
GALVESTON
TX
2,923$413.6M$1.7M
6CAREFIRST, INC.
THE CAREFIRST 401(K) PLAN
OWINGS MILLS
MD
6,286$1.1B$1.5M
7UNIVERSITY OF MINNESOTA PHYSICIANS
UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS AND 401(K) PLAN
MINNEAPOLIS
MN
4,740$1.1B$1.3M
8WALL FAMILY ENTERPRISE INC.
WALL FAMILY ENTERPRISE RETIREMENT SAVINGS PLAN
MADISON
WI
349$77.1M$1.2M
9BOSTON BEER CORPORATION
BOSTON BEER COMPANY 401(K) PLAN
BOSTON
MA
2,589$353.4M$1.0M
10DEBORAH HEART & LUNG CENTER
DEBORAH HEART AND LUNG CENTER 401(K) PLAN
BROWNS MILLS
NJ
1,157$143.1M$1.0M
See all 28 plans holding T Rowe Price Retirement Balanced TR
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