Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. Rowe Price Retirement Balanced Fd T. Rowe Price 0 in their Schedule of Assets, totaling $1.1M 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 | RUDD EQUIPMENT COMPANY, INC. RUDD EQUIPMENT CO INC RESTATED EMPLOYEES PROFIT SHARING PLAN AND TRUST | LOUISVILLE KY | 267 | $62.3M | $651K |
| 2 | SMITH INDUSTRIES, INC. JOSEPH SMITH & SONS, INC. 401(K) PS PLAN | CAPITOL HEIGHTS MD | 484 | $6.2M | $146K |
| 3 | WINCHESTER EQUIPMENT COMPANY |
WINCHESTER VA |
| 200 |
| $14.3M |
| $121K |
| 4 | ERS PARENT, LLC ERS PARENT 401(K) PLAN | BROUSSARD LA | 949 | $7.4M | $91K |
| 5 | HUB ENTERPRISES, INC. HUB ENTERPRISES 401(K) PLAN | BROUSSARD LA | 706 | $3.6M | $36K |
| 6 | HALLAM ASSOCIATES, INC. HALLAM ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN | SOUTH BURLINGTON VT | 133 | $35.2M | $28K |
| 7 | TURA, INC. TURA 401(K) PLAN | MUNCY PA | 109 | $9.9M | $14K |
| 8 | CTM INTEGRATION, INC. CTM INTEGRATION, INC. 401(K) PLAN | SALEM OH | 90 | $13.9M | $14K |
| 9 | THE LISINSKI LAW FIRM THE LISINSKI LAW FIRM 401(K) PLAN | POWELL OH | 255 | $2.7M | $10K |
| 10 | WALL RECYCLING, LLC WALL RECYCLING 401(K) & PROFIT SHARING PLAN | RALEIGH NC | 63 | $1.5M | $6K |
