Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding T. Rowe Price Retirement Balanced Mutual fund in their Schedule of Assets, totaling $5.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GENERAL SHALE BRICK, INC. THE GENERAL SHALE 401(K) PLAN | JOHNSON CITY TN | 643 | $138.9M | $1.3M |
| 2 | E.D. BULLARD COMPANY E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN | LEXINGTON KY | 294 | $36.9M | $679K |
| 3 | YONKERS CONTRACTING COMPANY, INC. YONKERS CONTRACTING COMPANY, INC. PROFIT SHARING AND INCENTIVE SAVINGS PLAN |
YONKERS NY |
| 155 |
| $47.2M |
| $607K |
| 4 | NORTHEASTERN VERMONT REGIONAL HOSPITAL, INC. NVRH 401(K) RETIREMENT PLAN | ST. JOHNSBURY VT | 746 | $84.0M | $402K |
| 5 | GREAT SOUTHERN BANCORP, INC. GREAT SOUTHERN BANCORP, INC. 401(K) PLAN | SPRINGFIELD MO | 812 | $69.6M | $379K |
| 6 | CONSTANGY, BROOKS, SMITH & PROPHETE LLP CONSTANGY, BROOKS, SMITH & PROPHETE, LLP SAVINGS AND INVESTMENT PROFIT SHARING PLAN | ATLANTA GA | 427 | $96.3M | $326K |
| 7 | FRAZIER, INC. CONKLIN CARS SALARY REDUCTION PLAN | HUTCHINSON KS | 172 | $22.1M | $309K |
| 8 | LF DISTRIBUTION HOLDING INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 478 | $68.6M | $192K |
| 9 | MILLWORK HOLDINGS CO., INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 496 | $62.3M | $176K |
| 10 | TRINITY METAL PRODUCTS LLC TRINITY PRODUCTS LLC 401(K) PLAN | OFALLON MO | 247 | $13.2M | $174K |
