Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price** Balanced in their Schedule of Assets, totaling $3.0M 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 | BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST | ROSSFORD OH | 2,619 | $671.0M | $2.4M |
| 2 | OPPORTUNITY COUNCIL OPPORTUNITY COUNCIL 403(B) PLAN | BELLINGHAM WA | 430 | $20.6M | $337K |
| 3 | FUTURAMIC TOOL & ENGINEERING COMPANY |
WARREN MI |
| 283 |
| $33.8M |
| $174K |
| 4 | CHAMPION TECHNOLOGY SERVICES, INC. CHAMPION TECHNOLOGY SERVICES, INC. 401(K) PLAN | BATON ROUGE LA | 147 | $19.8M | $97K |
| 5 | NATIONAL MOLDING, LLC NATIONAL MOLDING, LLC 401(K) PLAN | MIAMI LAKES FL | 250 | $6.4M | $18K |
| 6 | SWIFT ROOFING OF E-TOWN, INC. SWIFT ROOFING OF E-TOWN, INC. RETIREMENT SAVINGS PLAN | ELIZABETHTOWN KY | 109 | $5.2M | $14K |
| 7 | APOGEE ENGINEERING LLC APOGEE ENGINEERING 401 (K) PLAN | COLORADO SPGS CO | 641 | $49.3M | $4K |
