Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Ret Balanced Fund in their Schedule of Assets, totaling $220K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELECTRICIANS ANNUITY FUND IBEW LOCAL 456 ELECTRICIANS ANNUITY PLAN - IBEW LOCAL 456 | WEST TRENTON NJ | 1,433 | $355.8M | $212K |
| 2 | HANNON ARMSTRONG CAPITAL LLC HANNON ARMSTRONG CAPITAL LLC 401K PLAN | ANNAPOLIS MD | 158 | $34.5M | $8K |
| 3 | GARFUNKEL WILD PC GARFUNKEL WILD PC 401(K) RETIREMENT PLAN |
GARDEN CITY NY |
| 134 |
| $90.5M |
| $794 |
