Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 291 retirement plans report an interest in this investment, totaling $19.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: T Rowe Price Spectrum, T Rowe Price Spectrum Fund, T Rowe Price Spectrum I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WEIMER BEARING & TRANSMISSION, INC. WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN | GERMANTOWN WI | 375 | $63.2M | $1.5M |
| 2 | PIANTEDOSI BAKING COMPANY INC. PIANTEDOSI BAKING CO. INC. EMPLOYEES' SAVINGS RETIREMENT PLAN | MALDEN MA | 169 | $26.8M | $1.2M |
| 3 | SCULLY SIGNAL COMPANY SCULLY SIGNAL COMPANY 401(K) PROFIT SHARING PLAN | WILMINGTON MA | 89 | $12.4M | $936K |
| 4 | DIVERSIFIED HEALTH CARE DIVERSIFIED HEALTH CARE 401(K) PLAN | COLLIERVILLE TN | 23 | $7.4M | $677K |
| 5 | GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 69 | $23.1M | $627K |
| 6 | DAVIES & MONAHAN, P.C. DAVIES & MONAHAN, P.C. RETIREMENT PLAN | QUINCY MA | 7 | — | $540K |
| 7 | SEA, LTD. SEA, LTD. 401K PLAN | COLUMBUS OH | 326 | $87.8M | $483K |
| 8 | EDGEWOOD MANAGEMENT CORPORATION D/B/A PRATUM COMPANIES EDGEWOOD MANAGEMENT CORPORATION RETIREMENT PLAN | GAITHERSBURG MD | 321 | $22.9M | $429K |
| 9 | MID AMERICA PHYSICIAN SERVICES, LLC MID AMERICA PHYSICIAN SERVICES, LLC 401(K) PLAN | SHAWNEE MISSION KS | 192 | $36.4M | $367K |
| 10 | ADMINISTRATIVE CONTROL SERVICES, INC. ADMINISTRATIVE CONTROL SERVICES, INC. EMPLOYEE DIRECTED RETIREMENT AND 401(K) SAVINGS PLAN | RESTON VA | 156 | $28.0M | $346K |
