Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T Rowe Price Retirement Balance Fd R in their Schedule of Assets, totaling $67K 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 | HERITAGE VILLAGE MASTER ASSOCIATION HERITAGE VILLAGE MASTER ASSOCIATION 401(K) PROFIT SHARING PLAN AND TRUST | SOUTHBURY CT | 84 | $8.3M | $67K |
