Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price Personal Strategy Balanced Interest in registered investment companies XX in their Schedule of Assets, totaling $5K 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 | SUCCESS FOR ALL FOUNDATION, INC. SUCCESS FOR ALL FOUNDATION, INC. RETIREMENT PLAN | BALTIMORE MD | 73 | $21.9M | $5K |
