Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price Retirement Balance Trust Common/collective trust fund in their Schedule of Assets, totaling $2.4M 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 | DUCK CREEK TECHNOLOGIES, LLC DUCK CREEK TECHNOLOGIES 401(K) PLAN | BOSTON MA | 706 | $176.4M | $1.3M |
| 2 | ENTRUST CORPORATION ENTRUST CORPORATION EMPLOYEE INVESTMENT PLAN | SHAKOPEE MN | 1,494 | $471.6M | $1.2M |