Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Retirement Balanced I Mutual Fund N/A in their Schedule of Assets, totaling $4.0M 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 | BRENNAN, MANNA & DIAMOND, LLC BRENNAN, MANNA & DIAMOND, LLC 401(K) PROFIT SHARING PLAN | AKRON OH | 158 | $43.4M | $3.9M |
| 2 | HYDE ENGINEERING + CONSULTING, INC. HYDE ENGINEERING + CONSULTING, INC. 401(K) PLAN | BOULDER CO | 93 | $24.7M | $87K |
| 3 | GRAMMER INC. |
PLYMOUTH MI |
| 188 |
| $6.0M |
| $4K |
