Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T.Rowe Price Balanced I Class in their Schedule of Assets, totaling $865K 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 | ROC SERVICE COMPANY, LLC ROC SERVICE COMPANY, LLC 401(K) PLAN | CANONSBURG PA | 217 | $6.1M | $523K |
| 2 | DULANY INDUSTRIES, INC. DULANY INDUSTRIES, INC. 401(K) RETIREMENT PLAN | SAVANNAH GA | 162 | $19.8M | $182K |
| 3 | CASPER ORTHOPAEDIC ASSOCIATES, PC CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN |
CASPER WY |
| 95 |
| $20.6M |
| $123K |
| 4 | BEYOND HOUSING, INC. 403(B) THRIFT PLAN OF BEYOND HOUSING, INC. | PINE LAWN MO | 103 | $3.2M | $38K |
