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 T. Rowe Price 0 in their Schedule of Assets, totaling $3.1M 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 | KEITH SMITH COMPANY, INC. KEITH SMITH COMPANY, INC EMPLOYEE PSP | HOT SPRINGS AR | 94 | $14.1M | $814K |
| 2 | PIERCE'S FLOORING, INC. PIERCE COMPANIES 401(K) PLAN | BILLINGS MT | 135 | $15.0M | $654K |
| 3 | ONTIC ENGINEERING AND MANUFACTURING, INC. ONTIC 401(K) PLAN |
CHATSWORTH CA |
| 757 |
| $33.9M |
| $317K |
| 4 | BAXTER & WOODMAN, INC. BAXTER & WOODMAN 401K RETIREMENT SAVINGS PLAN | CRYSTAL LAKE IL | 415 | $89.2M | $314K |
| 5 | HRM ENTERPRISES, INC. HRM ENTERPRISES, INC. 401(K) PLAN | HARTVILLE OH | 611 | $22.1M | $265K |
| 6 | J-M FARMS HOLDING, LLC J-M FARMS EMPLOYEES 401(K) PLAN | MIAMI OK | 222 | $5.1M | $223K |
| 7 | QUALICO STEEL COMPANY, INC. QUALICO STEEL COMPANY, INC 401(K) PLAN | WEBB AL | 186 | $16.3M | $190K |
| 8 | SAAD ENTERPRISES, INC. SAAD HEALTHCARE SERVICES 401(K) P/S PLAN | MOBILE AL | 481 | $14.8M | $170K |
| 9 | MSSL WIRING SYSTEM INC. MSSL WIRING SYSTEM RETIREMENT PLAN | WARREN OH | 293 | $34.1M | $53K |
| 10 | CENTERVILLE CLINICS, INC. CENTERVILLE CLINICS, INC. 401(K) PLAN | FREDERICKTOWN PA | 201 | $4.7M | $43K |
