Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding T. ROWE PRICE RETIRE BAL ADV in their Schedule of Assets, totaling $7.8M 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 | BRAUN CORPORATION BRAUN CORPORATION PROFIT SHARING AND 401(K) PLAN | CARMEL IN | 1,438 | $122.8M | $2.8M |
| 2 | AGENCY HOLDING COMPANY AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN | HANOVER MD | 203 | $26.5M | $1.3M |
| 3 | ENVISION PHARMA, INC. ENVISION PHARMA, INC. 401(K) PLAN |
FAIRFIELD CT |
| 758 |
| $92.1M |
| $962K |
| 4 | WINCHESTER INTERCONNECT WINCHESTER INTERCONNECT 401K PLAN | MILFORD CT | 759 | $68.2M | $582K |
| 5 | BILL DODGE AUTO GROUP, INC. BILL DODGE AUTO GROUP SALARY DEFERRAL 401(K) PLAN | WESTBROOK ME | 258 | $15.4M | $529K |
| 6 | LIBERTY DENTAL PLAN CORPORATION LIBERTY DENTAL PLAN CORPORATION 401(K) PLAN | TUSTIN CA | 1,049 | $47.9M | $436K |
| 7 | LEWIS COMMUNICATIONS, INC. LEWIS COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN | MOBILE AL | 84 | $16.8M | $269K |
| 8 | GRATON ECONOMIC DEVELOPMENT AUTH GRATON RESORT & CASINO 401(K) PLAN | ROHNERT PARK CA | 2,055 | $86.8M | $258K |
| 9 | SMITH NOBLE HOME, INC SMITH NOBLE HOME, INC 401(K) PLAN | IRVINE CA | 118 | $5.5M | $130K |
| 10 | SIMCO ELECTRONICS SIMCO PROFIT SHARING 401(K) PLAN | SANTA CLARA CA | 320 | $26.8M | $98K |
