Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Retirement Balanced Fund I Mutual fund in their Schedule of Assets, totaling $3.4M 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 | FLORIDA HEALTH SCIENCES CENTER, INC. FLORIDA HEALTH SCIENCES CENTER 403(B) SAVINGS PLAN | TAMPA FL | 11,892 | $768.3M | $2.0M |
| 2 | BLAIN SUPPLY, INC. BLAIN SUPPLY AND FARM & FLEET PROFIT SHARING 401K PLAN | JANESVILLE WI | 3,371 | $209.5M | $1.3M |
| 3 | PARK FEDERAL CREDIT UNION |
LOUISVILLE KY |
| 267 |
| $22.1M |
| $125K |
| 4 | TGH STAFFING, LLC D/B/A INTERHEALTH MEDICAL STAFFING SOLUTIONS INTERHEALTH MEDICAL STAFFING SOLUTIONS 401(K) PLAN | TAMPA FL | 703 | $4.0M | $3K |
