Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Class F T. Rowe Price T Rowe Price Retirement Balanced N/R in their Schedule of Assets, totaling $132K 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 | EXCELA HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN FOR THE EMPLOYEES OF EXCELA HEALTH HOLDING COMPANIES | GREENSBURG PA | 1,200 | $169.6M | $132K |
