Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T.Rowe Price Balanced I Mutual fund in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HDH INSTRUMENTS, LP HDH INSTRUMENTS, LP 401(K) PLAN | PATTISON TX | 185 | $14.5M | $518K |
| 2 | CINCINNATI USA REGIONAL CHAMBER CINCINNATI USA REGIONAL CHAMBER 401(K) PLAN | CINCINNATI OH | 71 | $13.0M | $455K |
| 3 | GUARANTY BANCSHARES, INC. GUARANTY BANCSHARES, INC. ESOP W/401(K) PROVISIONS |
DALLAS TX |
| 492 |
| $60.9M |
| $405K |
| 4 | SAVIYNT, INC. SAVIYNT, INC. 401(K) PROFIT SHARING PLAN | EL SEGUNDO CA | 448 | $29.4M | $202K |
| 5 | GEO-HYDRO ENGINEERS, INC. GEO-HYDRO ENGINEERS 401(K) PLAN | KENNESAW GA | 134 | $11.8M | $176K |
| 6 | TOUCHSTONE BEHAVIORAL HEALTH TOUCHSTONE BEHAVIORAL HEALTH 401(K) PLAN | PHOENIX AZ | 189 | $4.0M | $146K |
| 7 | ACCUTRANS, LLC ACCUTRANS LLC 401(K) PROFIT SHARING PLAN AND TRUST | KENNER LA | 391 | $15.9M | $75K |
| 8 | CONESTOGA ENERGY PARTNERS LLC CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST | LIBERAL KS | 273 | $8.3M | $54K |
| 9 | LAS VEGAS REVIEW JOURNAL. INC LAS VEGAS REVIEW JOURNAL 401(K) RETIREMENT PLAN | LAS VEGAS NV | 299 | $26.1M | $48K |
| 10 | PITMAN FARMS, INC. PITMAN FARMS, INC. 401K RETIREMENT PLAN | SANGER CA | 2,099 | $9.4M | $3K |
