Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T Rowe Price Retire Balance I Registered Investment Company in their Schedule of Assets, totaling $570K 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 | SCITON INC. SCITON INC. 401(K) PROFIT SHARING PLAN & TRUST | PALO ALTO CA | 440 | $44.8M | $218K |
| 2 | CDMM CORP WORKPLACE RESOURCE 401K RETIREMENT PLAN | DENVER CO | 64 | $7.2M | $217K |
| 3 | LAKE TRUST CREDIT UNION LAKE TRUST CREDIT UNION 401(K) PLAN |
BRIGHTON MI |
| 499 |
| $53.0M |
| $131K |
| 4 | MOSER ENGINE SERVICE, INC. DBA MOSER ENERGY SYSTEM MOSER ENERGY SYSTEMS RETIREMENT PLAN | EVANSVILLE WY | 133 | $6.1M | $5K |
