Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding T.Rowe Price Balanced Fund Mutual Fund in their Schedule of Assets, totaling $137.0M 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 | GIBSON, DUNN & CRUTCHER LLP GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN | LOS ANGELES CA | 2,800 | $1.5B | $102.4M |
| 2 | PIEDMONT HEALTHCARE, P.A. PIEDMONT HEALTHCARE EMPLOYEES' 401K PLAN AND TRUST | STATESVILLE NC | 871 | $177.0M | $6.8M |
| 3 | INTERFACE, INC. INTERFACE, INC. SAVINGS AND INVESTMENT PLAN |
ATLANTA GA |
| 1,525 |
| $192.2M |
| $6.5M |
| 4 | RHI MAGNESITA THRIFT PLAN OF RHI MAGNESITA | YORK PA | 811 | $128.9M | $4.5M |
| 5 | LAMTEC CORPORATION LAMTEC CORPORATION 401(K) PROFIT SHARING PLAN | MOUNT BETHEL PA | 178 | $56.3M | $3.7M |
| 6 | OLD SECOND NATIONAL BANK OLD SECOND NATIONAL BANK POOLED EMPLOYER PLAN | AURORA IL | 609 | $34.4M | $2.6M |
| 7 | QUALITY CHEMICAL LABORATORIES, LLC QUALITY CHEMICAL LABORATORIES, LLC RETIREMENT SAVINGS PLAN | WILMINGTON NC | 241 | $17.0M | $2.6M |
| 8 | THE ANNIE E. CASEY FOUNDATION, INC. THE ANNIE E. CASEY FOUNDATION RETIREMENT PLAN | BALTIMORE MD | 212 | $77.1M | $2.1M |
| 9 | JOHN H. CARTER CO., INC. MAGNOLIA EMPLOYEE STOCK OWNERSHIP PLAN | BATON ROUGE LA | 802 | $731.5M | $1.4M |
| 10 | COPT DEFENSE PROPERTIES, LP COPT DEFENSE PROPERTIES, LP EMPLOYEE RETIREMENT SAVINGS PLAN | COLUMBIA MD | 423 | $108.7M | $1.3M |
