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 Fund I in their Schedule of Assets, totaling $13.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VAN ECK ASSOCIATES CORPORATION VAN ECK ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 252 | $89.4M | $10.6M |
| 2 | KODIAK SCIENCES INC KODIAK SCIENCES 401(K) PLAN | PALO ALTO CA | 98 | $15.4M | $902K |
| 3 | WILEY & WILSON, INC. WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN |
LYNCHBURG VA |
| 186 |
| $94.4M |
| $901K |
| 4 | INSTEM LIFE SCIENCE SYSTEMS INSTEM LIFE SCIENCE SYSTEMS N AMERICA LTD. 401(K) PLAN | WEST CONSHOHOCKEN PA | 67 | $21.3M | $675K |
| 5 | NORDON INC NORDON INC 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 118 | $4.2M | $340K |
| 6 | ASCENSIONPOINT RECOVERY SERVICES ASCENSIONPOINT RECOVERY SERVICES LLC 401K PROFIT SHARING PLAN & T | COON RAPIDS MN | 113 | $10.2M | $260K |
| 7 | ASAHI REFINING USA, INC. ASAHI SAVINGS PLAN | SALT LAKE CITY UT | 152 | $16.2M | $42K |
