Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Retirement Balance Fund Mutual fund in their Schedule of Assets, totaling $644K 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 | PORT LIBERTY USA LLC PORT LIBERTY RETIREMENT PLAN | STATEN ISLAND NY | 117 | $58.3M | $295K |
| 2 | WASHINGTON ATHLETIC CLUB WASHINGTON ATHLETIC CLUB 401(K) SAVINGS PLAN | SEATTLE WA | 217 | $16.4M | $195K |
| 3 | 2428392, INC DBA FYE FYE 401(K) SAVINGS PLAN |
ALBANY NY |
| 2,667 |
| $36.5M |
| $127K |
| 4 | BOSTON BRACE INTERNATIONAL, INC. BOSTON BRACE INTERNATIONAL, INC. 401(K) PLAN | AVON MA | 241 | $21.4M | $26K |
| 5 | ADIRONDACK BANK ADIRONDACK BANK 401(K) PLAN | UTICA NY | 191 | $16.0M | $2K |
