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 Mutual fund in their Schedule of Assets, totaling $120K 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 | REDISCOVER REDISCOVER RETIREMENT PLAN | LEES SUMMIT MO | 830 | $27.6M | $120K |
