Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 96 U.S. retirement plans report holding T.Rowe Price Retirement Balanced Fund " in their Schedule of Assets, totaling $86.6M 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 | 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 | DASSAULT SYSTEMES AMERICAS CORP. DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS |
WALTHAM MA |
| 6,193 |
| $2.1B |
| $4.0M |
| 4 | DATASCOPE CORP. GETINGE GROUP 401(K) RETIREMENT PLAN | WAYNE NJ | 2,602 | $642.8M | $2.7M |
| 5 | REGIS TECHNOLOGIES, INC. REGIS TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN | MORTON GROVE IL | 75 | $20.0M | $2.6M |
| 6 | GMI HOLDING, INC. GMI HOLDING, INC. 401(K) PLAN | GREENWOOD SC | 757 | $27.1M | $2.1M |
| 7 | ORLANDO HEALTH, INC. ORLANDO HEALTH RETIREMENT SAVINGS PLAN 403B | ORLANDO FL | 39,761 | $1.9B | $2.1M |
| 8 | UNIVERSAL SERVICES OF AMERICA, LP ALLIED UNIVERSAL 401(K) PLAN | IRVINE CA | 226,026 | $681.5M | $1.8M |
| 9 | TBC CORPORATION TBC CORPORATION SAFE HARBOR 401(K) PLAN | PALM BEACH GARDENS FL | 2,532 | $232.0M | $1.5M |
| 10 | HIBU INC. HIBU INC. 401(K) PROFIT SHARING PLAN TRUST | CEDAR RAPIDS IA | 1,709 | $352.0M | $1.1M |
