Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Retirement Balanced Fund Mutual Fund N/A in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED ELECTRIC CONTROLS COMPANY UNITED ELECTRIC CONTROLS 401(K) PLAN | WATERTOWN MA | 233 | $55.6M | $619K |
| 2 | FORUM COMMUNICATIONS COMPANY 401(K) FORUM COMMUNICATIONS COMPANY 401(K) PLAN | FARGO ND | 785 | $86.3M | $248K |
| 3 | NEW WEST DISTRIBUTING INC |
SPARKS NV |
| 78 |
| $3.7M |
| $213K |
| 4 | CPP, INC. CPP, INC. 401(K) PLAN | FORT COLLINS CO | 115 | $11.4M | $204K |
| 5 | GALLEGOS UNITED UNITED COLLECTIVE 401(K) PLAN | HUNTINGTON BEACH CA | 121 | $7.9M | $165K |
