Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price Retirement Balanced R Mutual Fund N/A in their Schedule of Assets, totaling $130K 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 | KAPLAN TRUCKING COMPANY BESSEMER MANAGEMENT COMPANY 401(K) PLAN | CLEVELAND OH | 230 | $23.7M | $105K |
| 2 | INTEGRATED SERVICE COMPANY LLC INSERV 401(K) PLAN | TULSA OK | 1,917 | $28.6M | $25K |
