Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding T. Rowe Price Retirement Balanced Fund Mutual fund - in their Schedule of Assets, totaling $9.4M 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 | EXPONENTIAL INTERACTIVE, INC. EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN | EMERYVILLE CA | 95 | $21.7M | $1.8M |
| 2 | CENTRIC BRANDS HOLDING LLC CENTRIC BRANDS 401(K) PLAN | NEW YORK NY | 1,491 | $180.9M | $1.3M |
| 3 | UNIVERSITY HEALTH SYSTEM, INC. UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN |
KNOXVILLE TN |
| 5,832 |
| $445.6M |
| $746K |
| 4 | NHS MANAGEMENT, LLC NHS AFFILIATED COMPANIES 401(K) PROFIT SHARING PLAN | TUSCALOOSA AL | 6,151 | $97.2M | $664K |
| 5 | PROMEGA CORPORATION PROMEGA SALARY DEFERRAL PROFIT SHARING PLAN | MADISON WI | 1,521 | $418.4M | $614K |
| 6 | BBLBC, LLC BBLBC, LLC 401(K) PROFIT SHARING PLAN | LATHAM NY | 112 | $5.0M | $576K |
| 7 | ONE TECHNOLOGIES, LLC ONE TECHNOLOGIES 401(K) PLAN | RICHARDSON TX | 75 | $20.2M | $489K |
| 8 | TRIDENT SEAFOODS CORPORATION TRIDENT SEAFOODS CORPORATION 401(K) RETIREMENT PLAN | SEATTLE WA | 2,573 | $255.5M | $434K |
| 9 | PLASTIKON INDUSTRIES, INC. PLASTIKON INDUSTRIES, INC. 401(K) RETIREMENT PLAN | HAYWARD CA | 221 | $6.1M | $391K |
| 10 | NY BUSINESS DEVELOPMENT CORP DBA PURSUIT NYBDC DBA PURSUIT EMPLOYEES SALARY REDUCTION 401(K) PLAN | LATHAM NY | 147 | $39.6M | $379K |
