Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding T.Rowe Price Balanced Fund in their Schedule of Assets, totaling $65.3M 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 | KEMET ELECTRONICS CORPORATION YAGEO GROUP EMPLOYEES' SAVINGS PLAN | FORT LAUDERDALE FL | 675 | $204.9M | $12.0M |
| 2 | VERISIGN, INC. VERISIGN, INC. 401(K) PLAN | RESTON VA | 863 | $568.9M | $10.8M |
| 3 | LEPRINO FOODS COMPANY LEPRINO FOODS COMPANY PROFIT SHARING AND 401(K) PLAN |
DENVER CO |
| 4,152 |
| $673.5M |
| $9.8M |
| 4 | DAYCO INCORPORATED DAYCO SAVINGS & RETIREMENT PLAN | BIRMINGHAM MI | 325 | $95.7M | $5.5M |
| 5 | KYOCERA DOCUMENT SOLUTIONS AMERICA, INC. KDA 401(K) PLAN | FAIRFIELD NJ | 665 | $164.2M | $3.5M |
| 6 | MIDWEST MOTOR SUPPLY COMPANY MIDWEST MOTOR SUPPLY SALES 401(K) PLAN | COLUMBUS OH | 1,690 | $34.9M | $3.5M |
| 7 | PEOPLES BANCORP INC. PEOPLES BANCORP INC. RETIREMENT SAVINGS PLAN | MARIETTA OH | 1,449 | $130.2M | $2.6M |
| 8 | COASTAL PACIFIC FOOD DISTRIBUTORS, INC. COASTAL PACIFIC FOOD DISTRIBUTORS 401(K) PROFIT SHARING PLAN | STOCKTON CA | 572 | $39.4M | $2.5M |
| 9 | MIDWEST MOTOR SUPPLY COMPANY MIDWEST MOTOR SUPPLY CORPORATE 401(K) PLAN | COLUMBUS OH | 853 | $35.3M | $2.3M |
| 10 | AQUARION WATER COMPANY SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY | BRIDGEPORT CT | 381 | $108.0M | $1.4M |
