Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Balanced I Registered Investment Company 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 | KREISCHER MILLER KREISCHER MILLER CAPITAL ACCUMULATION PLAN | HORSHAM PA | 264 | $59.2M | $1.7M |
| 2 | HAYNIE & COMPANY HAYNIE & CO. 401(K) PLAN | WEST VALLEY UT | 364 | $24.8M | $337K |
| 3 | MOOR + SOUTH/PIER MANAGEMENT CO., L.P. MOOR + SOUTH EMPLOYEES' 401(K) SAVINGS PLAN |
SAN FRANCISCO CA |
| 252 |
| $31.1M |
| $98K |
