Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. Rowe Price Retirement Balance Fund # in their Schedule of Assets, totaling $4.1M 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 | THE FISHEL COMPANY THE FISHEL COMPANY RETIREMENT SAVINGS PLAN | COLUMBUS OH | 2,134 | $141.2M | $1.6M |
| 2 | UNITED PARCEL SERVICE COMPANY UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 1,993 | $2.5B | $808K |
| 3 | CTB, INC. CTB, INC. PROFIT SHARING PLAN |
MILFORD IN |
| 1,175 |
| $159.3M |
| $612K |
| 4 | BODYCOTE IMT, INC. THE BODYCOTE INTERNATIONAL, INC. RETIREMENT PLAN | DALLAS TX | 1,020 | $140.1M | $532K |
| 5 | KM SUPERMARKETS, INC. KM SUPERMARKETS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WACONIA MN | 151 | $8.1M | $178K |
| 6 | ECMD, INC. ECMD, INC. PROFIT SHARING 401(K) PLAN | NORTH WILKESBORO NC | 959 | $45.3M | $146K |
| 7 | SERVICE, INC. OF ILLINOIS SERVICE, INC. RETIREMENT PLAN | JOLIET IL | 235 | $8.0M | $95K |
| 8 | OMNETICS CONNECTOR CORPORATION OMNETICS CONNECTOR CORP. 401(K) PS PLAN | MINNEAPOLIS MN | 399 | $51.7M | $48K |
| 9 | ACCESS MANAGEMENT SERVICES, LLC (DBA COLORADO ACCESS) ACCESS MANAGEMENT SERVICES, LLC 401(K) RETIREMENT PLAN | AURORA CO | 433 | $37.8M | $29K |
| 10 | TOWER LABORATORIES LTD. TOWER LABORATORIES 401(K) PLAN | CENTERBROOK CT | 268 | $22.3M | $11K |
