Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 81 U.S. retirement plans report holding T. ROWE PRICE RETIRE BALANCE R in their Schedule of Assets, totaling $5.0M 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 | SRS CONSULTING, INC SRS CONSULTING, INC 401K PROFIT SHARING PLAN | FREMONT CA | 124 | $9.9M | $670K |
| 2 | EDUCATIONAL BUS TRANSPORTATION, EDUCATIONAL BUS TRANSPORTATION, INC. 401(K) PLAN | SPRING VALLEY NY | 1,502 | $13.9M | $400K |
| 3 | SELUX CORPORATION SELUX CORPORATION 401K PLAN |
HIGHLAND NY |
| 108 |
| $10.2M |
| $367K |
| 4 | JAG HEALTHCARE, INC. JAG HEALTHCARE, INC. 401K PLAN | ROCKY RIVER OH | 495 | $4.5M | $307K |
| 5 | CHESTNUT RIDGE TRANSPORT., INC. CHESTNUT RIDGE TRANSPORT., INC. EMPLOYEES 401(K) PROF SHRG PLAN | SPRING VALLEY NY | 481 | $9.6M | $279K |
| 6 | FORTRESS BIOTECH INC FORTRESS BIOTECH INC 401K PLAN | BAY HARBOR ISLANDS FL | 106 | $16.9M | $262K |
| 7 | POTOMACWAVE CONSULTING POTOMACWAVE CONSULTING 401K | ALEXANDRIA VA | 148 | $11.5M | $195K |
| 8 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $174K |
| 9 | COMPASS WELL SERVICES LLC COMPASS WELL SERVICES, LLC 401(K) PLAN | FORT WORTH TX | 81 | $6.4M | $159K |
| 10 | PCC MEDICAL HOLDINGS LLC PCC MEDICAL HOLDINGS LLC 401K PLAN | PALM SPRINGS FL | 410 | $5.5M | $114K |
