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 Mutual Fund N/A in their Schedule of Assets, totaling $1.2M 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 | UNITED ELECTRIC CONTROLS COMPANY UNITED ELECTRIC CONTROLS 401(K) PLAN | WATERTOWN MA | 233 | $55.6M | $619K |
| 2 | NEW WEST DISTRIBUTING INC NEW WEST DISTRIBUTING INC 401(K) PROFIT SHARING PLAN & TRUST | SPARKS NV | 78 | $3.7M | $213K |
| 3 | CPP, INC. CPP, INC. 401(K) PLAN |
FORT COLLINS CO |
| 115 |
| $11.4M |
| $204K |
| 4 | GALLEGOS UNITED UNITED COLLECTIVE 401(K) PLAN | HUNTINGTON BEACH CA | 121 | $7.9M | $165K |
