Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T. Rowe Price Retirement Balanced I Fund " in their Schedule of Assets, totaling $4.8M 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 | LANDSCAPE FORMS, INC. LANDSCAPE FORMS, INC. PROFIT SHARING PLAN | KALAMAZOO MI | 550 | $113.0M | $872K |
| 2 | CHERVON NORTH AMERICA, INC. CHERVON NORTH AMERICA, INC. 401(K) PLAN | NAPERVILLE IL | 238 | $27.7M | $770K |
| 3 | AT HOME STORES LLC AT HOME 401(K) SAVINGS PLAN |
COPPELL TX |
| 5,371 |
| $54.5M |
| $651K |
| 4 | GUNTHER MOTOR COMPANY OF PLANTATION, INC. GUNTHER MOTOR COMPANY 401(K) PLAN | DAVIE FL | 538 | $34.4M | $544K |
| 5 | NMC GROUP, INC. NMC GROUP, INC. 401(K) RETIREMENT PLAN | OMAHA NE | 795 | $79.3M | $505K |
| 6 | TABOR STREET GROUP, LLC TABORSTREET 401(K) RETIREMENT PLAN | OMAHA NE | 833 | $90.7M | $496K |
| 7 | EMO TRANS, INC. 401(K) SAVINGS AND RETIREMENT PLAN FOR EMO TRANS EMPLOYEES | GARDEN CITY NY | 385 | $41.2M | $278K |
| 8 | KNIGHT WATCH, INC. KNIGHT WATCH, INC. 401(K) PROFIT SHARING PLAN | KALAMAZOO MI | 136 | $7.0M | $191K |
| 9 | COMMITTEE OF THE CENTURY ALUMINUM HAWESVILLE RETIREE HEALTH CARE REIM CENTURY ALUMINUM HAWESVILLE RETIREE HEALTH CARE REIMBURSEMENT PLAN | SPOKANE WA | 759 | $16.0M | $184K |
| 10 | BILTMORE WORKFORCE MANAGEMENT, LLC BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN | ASHVILLE NC | 1,419 | $104.2M | $170K |
