Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Funds T. Rowe Price Rtmt Bal I Fund in their Schedule of Assets, totaling $57K 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 | ANTI-DEFAMATION LEAGUE ANTI-DEFAMATION LEAGUE 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 478 | $58.6M | $38K |
| 2 | PROVIDENCE HOLDING, INC. PROVIDENCE ENGINEERING & ENVIRONMENTAL GROUP, LLC 401(K) PENSION PLAN | BATON ROUGE LA | 116 | $12.1M | $10K |
| 3 | THE LARAMAR GROUP, LLC |
DENVER CO |
| 128 |
| $27.6M |
| $9K |
