Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Ret Balanced Inv Mutual Fund in their Schedule of Assets, totaling $3.5M 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 | B.S.D. CAPITAL, INC. LENDISTRY 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 265 | $9.3M | $2.9M |
| 2 | ANNIN & CO ANNIN & CO 401(K) RETIREMENT PLAN | NEW PROVIDENCE NJ | 332 | $19.2M | $222K |
| 3 | CORPORATE MAILINGS INC CORPORATE MAILINGS INC. 401(K) PROFIT SHARING PLAN |
WEST CALDWELL NJ |
| 224 |
| $14.0M |
| $157K |
| 4 | REGIONAL AMBULANCE SERVICES, INC. REGIONAL AMBULANCE SERVICES, INC. 401(K) PLAN | RENO NV | 485 | $20.2M | $149K |
| 5 | KIRKPATRICK PRICE, INC. KIRKPATRICK PRICE, INC. 401(K) PLAN | NASHVILLE TN | 112 | $8.7M | $24K |
| 6 | MOSAIC TECHNOLOGIES GROUP MOSAIC TECHNOLOGIES GROUP 401(K) PLAN | FULTON MD | 0 | $10.2M | $5K |
| 7 | VISIONIST, INC VISIONIST, INC. 401(K) PLAN | COLUMBIA MD | 153 | $50.1M | $4K |
