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 I in their Schedule of Assets, totaling $942K 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 | TITUS-WILL TITUS-WILL RETIREMENT SAVINGS PLAN | TACOMA WA | 512 | $37.1M | $481K |
| 2 | METROPOLITAN CARDIOLOGY CONSULTANTS P.A. METROPOLITAN CARDIOLOGY CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST | COON RAPIDS MN | 263 | $91.7M | $309K |
| 3 | GILMAN SCHOOL GILMAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
BALTIMORE MD |
| 300 |
| $108.2M |
| $118K |
| 4 | MASONIC HOME OF VIRGINIA MASONIC HOME OF VIRGINIA EMPLOYEE BENEFITS PLAN | HENRICO VA | 162 | $8.0M | $33K |
| 5 | CAPSTONE REAL ESTATE SERVICES, INC. CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN | AUSTIN TX | 328 | $7.0M | $2K |
