Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding T.ROWE PRICE RETIRE BALANCED in their Schedule of Assets, totaling $8.9M 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 | QUALITY GOLD OF CINCINNATI, INC. QUALITY GOLD 401(K) AND PROFIT SHARING PLAN | FAIRFIELD OH | 310 | $33.9M | $2.3M |
| 2 | CALAMP CORP. CALAMP CORP. EMPLOYEES SAVINGS PLAN | CARLSBAD CA | 232 | $75.8M | $912K |
| 3 | TUNGSTEN AUTOMATION CORPORATION TUNGSTEN AUTOMATION 401(K) SALARY SAVINGS PLAN |
IRVINE CA |
| 465 |
| $143.1M |
| $747K |
| 4 | ANALYTIC STRESS RELIEVING, INC. ANALYTIC STRESS RELIEVING, INC. 401(K) PROFIT SHARING PLAN | LAFAYETTE LA | 318 | $17.1M | $548K |
| 5 | PMA FINANCIAL NETWORK, LLC PMA FINANCIAL NETWORK, LLC 401(K) PLAN | NAPERVILLE IL | 175 | $49.9M | $528K |
| 6 | CHARAH, LLC CHARAH, LLC 401(K) SAFE HARBOR PLAN | LOUISVILLE KY | 478 | $21.2M | $489K |
| 7 | MILLENNIUM PARTNERS MANAGEMENT L MILLENNIUM PARTNERS MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 123 | $29.7M | $459K |
| 8 | NETCRACKER TECHNOLOGY CORPORATIO NETCRACKER TECHNOLOGY CORPORATION 401K PROFIT SHARING | WALTHAM MA | 330 | $53.2M | $415K |
| 9 | CENTIFIC GLOBAL SOLUTIONS, INC. CENTIFIC GLOBAL SOLUTIONS, INC 401(K) PLAN | REDMOND WA | 482 | $23.2M | $340K |
| 10 | IRONGATE WAIKIKI LLC IRONGATE WAIKIKI LLC 401(K) PLAN | HONOLULU HI | 234 | $14.9M | $332K |
