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 in their Schedule of Assets, totaling $662K 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 | REID MIDDLETON INC REID MIDDLETON, INC. 401(K) RETIREMENT PLAN | EVERETT WA | 81 | $35.0M | $442K |
| 2 | AHRESTY WILMINGTON CORPORATION AHRESTY WILMINGTON CORPORATION RETIREMENT SAVINGS PLAN | WILMINGTON OH | 546 | $34.5M | $122K |
| 3 | TECH USA, LLC TECH USA, LLC 401 K PLAN |
MILLERSVILLE MD |
| 453 |
| $17.1M |
| $56K |
| 4 | MARS HOLDINGS, LLC MARS SUPER MARKETS, INC. 401(K) RETIREMENT PLAN | BALTIMORE MD | 13 | $20.7M | $24K |
| 5 | CHECKERS DRIVE-IN RESTAURANTS, INC. CHECKERS DRIVE-IN RESTAURANTS, INC. 401(K) PLAN | TAMPA FL | 10,659 | $6.8M | $7K |
| 6 | THE MILLER-CLAPPERTON PARTNERSHIP, INC. THE MILLER-CLAPPERTON PARTNERSHIP, INC. 401(K) RETIREMENT PLAN | AUSTELL GA | 146 | $7.7M | $6K |
| 7 | MONIN, INC. MONIN, INC. 401(K) PROFIT SHARING PLAN | CLEARWATER FL | 372 | $29.8M | $5K |
