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 in their Schedule of Assets, totaling $2.7M 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 | AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN | FISHERSVILLE VA | 2,826 | $115.8M | $1.2M |
| 2 | INSULATION DISTRIBUTORS, INC. INSULATION DISTRIBUTORS, INC. 401(K) PLAN | CHANHASSEN MN | 614 | $23.0M | $413K |
| 3 | STOLL KEENON OGDEN PLLC |
LEXINGTON KY |
| 215 |
| $167.9M |
| $382K |
| 4 | BOARD OF TRUSTEES, CORNELL-HART PENSION PLAN CORNELL-HART PENSION PLAN | PORTLAND OR | 1,685 | $101.9M | $352K |
| 5 | SWANSON RINK, INC. SWANSON RINK, INC. 401(K) PLAN AND TRUST | DENVER CO | 110 | $11.5M | $103K |
| 6 | DUPONT COMMUNITY CREDIT UNION DUPONT COMMUNITY CREDIT UNION 401(K) PLAN | WAYNESBORO VA | 332 | $19.5M | $95K |
| 7 | EMERGENCY PHYSICIANS OF NORTHWEST OHIO, INC. EMERGENCY PHYSICIANS OF NORTHWEST OHIO, INC. PROFIT SHARING PLAN | TOLEDO OH | 181 | $53.8M | $56K |
| 8 | SAKER SHOPRITES, INC. SAKER SHOPRITES, INC. 401K PLAN | HOLMDEL NJ | 707 | $105.9M | $51K |
| 9 | PETROCHOICE HOLDINGS, INC. PETROCHOICE HOLDINGS, INC. 401(K) PLAN | KING OF PRUSSIA PA | 593 | $44.4M | $32K |
| 10 | SLATTS GROUP, LLC SLATTS GROUP, LLC 401(K) RETIREMENT PLAN | CINCINNATI OH | 181 | $18.2M | $16K |
