Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Retirement Balanced Class I in their Schedule of Assets, totaling $297K 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 | WOODBURY CORPORATION WOODBURY CORPORATION 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 957 | $19.9M | $130K |
| 2 | TAR HEEL CAPITAL CORPORATION NO. 2 TAR HEEL CAPITAL CORPORATION NO. 2 EMPLOYEES SAVINGS PLUS PLAN | BOONE NC | 1,209 | $8.7M | $108K |
| 3 | OLD NATIONAL BANK |
EVANSVILLE IN |
| 858 |
| $40.2M |
| $59K |
