Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T ROWE PRICE RETIRE BALANCED Registered Investment Company in their Schedule of Assets, totaling $702K 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 | ROYCE & ASSOCIATES GP, LLC ROYCE & ASSOCIATES GP, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 93 | $109.2M | $500K |
| 2 | SECURTIY NATIONAL FINANCIAL CORPORATION SNFC MORTGAGE COMPANY 401(K) PLAN | MURRAY UT | 557 | $33.4M | $133K |
| 3 | GRADIENT FINANCIAL GROUP LLC |
ARDEN HILLS MN |
| 312 |
| $20.5M |
| $61K |
| 4 | PARK-OHIO INDUSTRIES, INC. PARK-OHIO INDUSTRIES, INC. 401(K) RETIREMENT PLAN | MAYFIELD HEIGHTS OH | 2,278 | $167.9M | $4K |
| 5 | ANKROM MOISAN ARCHITECTS INC ANKROM MOISAN ARCHITECTS 401(K) PLAN | PORTLAND OR | 146 | $28.2M | $4K |
