Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. Rowe Price Retirement Balanced I Mutual fund in their Schedule of Assets, totaling $3.3M 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 | BOSWELL ENGINEERING, INC. BOSWELL ENGINEERING 401(K) PLAN | SOUTH HACKENSACK NJ | 251 | $53.9M | $1.3M |
| 2 | FAST PACE MEDICAL CLINICAL, PLLC FAST PACE MEDICAL CLINIC, PLLC 401(K) PLAN | FRANKLIN TN | 2,730 | $19.7M | $1.2M |
| 3 | MISSOURI EMPLOYEE MUTUAL INSURANCE COMPANY |
COLUMBIA MO |
| 291 |
| $87.7M |
| $261K |
| 4 | SCITON INC. SCITON INC. 401(K) PROFIT SHARING PLAN & TRUST | PALO ALTO CA | 440 | $44.8M | $218K |
| 5 | LACOSTE USA, INC. LACOSTE USA RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,071 | $18.6M | $185K |
| 6 | FRONTIER HOLDINGS, LLC FRONTIER HOLDINGS, LLC 401(K) RETIREMENT PLAN | OMAHA NE | 134 | $19.4M | $39K |
| 7 | JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN | NEWTON MA | 208 | $8.1M | $33K |
| 8 | BLUESTAQ, LLC BLUESTAQ 401(K) & PROFIT SHARING PLAN | COLORADO SPRINGS CO | 139 | $14.8M | $17K |
| 9 | FENWAL INTERNATIONAL, INC. FENWAL INTERNATIONAL, INC. SAVINGS AND RETIREMENT PLAN | SAN GERMAN PR | 938 | $29.3M | $8K |
| 10 | INNO PAK, LLC INNO-PAK, LLC 401(K) PROFIT SHARING PLAN | DELAWARE OH | 229 | $14.1M | $7K |
