Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Global Allocation - in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCHEFFEL & COMPANY, P.C. SCHEFFEL BOYLE 401(K) PROFIT SHARING PLAN | ALTON IL | 92 | $38.0M | $1.7M |
| 2 | SOUTHERN STATES UTILITY TRAILER SALES, INC. SOUTHERN STATES UTILITY TRAILER SALES, INC. 401(K) RETIREMENT PLAN | PEARL MS | 135 | $12.3M | $193K |
