Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 103 U.S. retirement plans report holding T.Rowe Price Retirement Balanced Fund " in their Schedule of Assets, totaling $94.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMERICA INCORPORATED COMERICA INCORPORATED PREFERRED SAVINGS PLAN | DALLAS TX | 7,885 | $2.0B | $36.0M |
| 2 | HILTON DOMESTIC OPERATING COMPANY, INC. HILTON 401(K) PLAN | MCLEAN VA | 27,725 | $2.3B | $16.3M |
| 3 | CHA GENERAL SERVICES, INC. THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN |
SOMERVILLE MA |
| 3,901 |
| $358.3M |
| $4.5M |
| 4 | DASSAULT SYSTEMES AMERICAS CORP. DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS | WALTHAM MA | 6,193 | $2.1B | $4.0M |
| 5 | DATASCOPE CORP. GETINGE GROUP 401(K) RETIREMENT PLAN | WAYNE NJ | 2,602 | $642.8M | $2.7M |
| 6 | REGIS TECHNOLOGIES, INC. REGIS TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN | MORTON GROVE IL | 75 | $20.0M | $2.6M |
| 7 | GMI HOLDING, INC. GMI HOLDING, INC. 401(K) PLAN | GREENWOOD SC | 757 | $27.1M | $2.1M |
| 8 | ORLANDO HEALTH, INC. ORLANDO HEALTH RETIREMENT SAVINGS PLAN 403B | ORLANDO FL | 39,761 | $1.9B | $2.1M |
| 9 | SITEONE LANDSCAPE SUPPLY INC SITEONE SAVINGS AND INVESTMENT PLAN | ROSWELL GA | 7,374 | $519.1M | $1.9M |
| 10 | UNIVERSAL SERVICES OF AMERICA, LP ALLIED UNIVERSAL 401(K) PLAN | IRVINE CA | 226,026 | $681.5M | $1.8M |
