Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Balanced Adv in their Schedule of Assets, totaling $419K 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 | PETERSBURG MOTOR COMPANY DBA CARTER MYERS AUTOMOTIVE CMA GROUP SALARY DEFERRAL PLAN | CHARLOTTESVILLE VA | 929 | $31.2M | $295K |
| 2 | SURFACE COMBUSTION, INC. SURFACE COMBUSTION, INC. PROFIT SHARING/401(K) PLAN | MAUMEE OH | 85 | $21.4M | $71K |
| 3 | MCNC MCNC RETIREMENT PLAN |
RESEARCH TRIANGLE PA NC |
| 129 |
| $27.6M |
| $54K |
