Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T.Rowe Price Balanced I in their Schedule of Assets, totaling $2.4M 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 | THE GREENSPUN CORPORATION THE GREENSPUN CORPORATION 401(K) PLAN | HENDERSON NV | 167 | $24.9M | $604K |
| 2 | PERFORMING ARTS CENTER TRUST, INC. ARSHT CENTER 401(K) PLAN | MIAMI FL | 105 | $8.8M | $591K |
| 3 | PANINI AMERICA, INC. PANINI AMERICA, INC. 401(K) PLAN |
IRVING TX |
| 256 |
| $20.6M |
| $589K |
| 4 | ACE TELEPHONE ASSOCIATION ACENTEK 401(K) PLAN | HOUSTON MN | 116 | $38.0M | $152K |
| 5 | VERA INSTITUTE OF JUSTICE, INC. VERA INSTITUTE OF JUSTICE TAX SHELTERED ANNUITY PLAN | BROOKLYN NY | 248 | $20.5M | $123K |
| 6 | DECORATIVE PANELS INTERNATIONAL DECORATIVE PANELS UNION 401K PLAN | TOLEDO OH | 30 | $5.5M | $108K |
| 7 | SUMMIT TECHNICAL SOLUTIONS, LLC SUMMIT TECHNICAL SOLUTIONS, LLC 401(K) PLAN | COLORADO SPRINGS CO | 72 | $7.9M | $89K |
| 8 | RUSSELL MARINE LLC RUSSELL MARINE 401(K) PLAN | CHANNELVIEW TX | 283 | $12.1M | $51K |
| 9 | WOODSAGE LLC WOODSAGE LLC 401(K) PLAN | HOLLAND OH | 116 | $7.6M | $49K |
| 10 | ALTMAN SOLON US, LP ALTMAN SOLON US, LP 401(K) PROFIT SHARING PLAN | BOSTON MA | 237 | $62.2M | $26K |
