Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding T. Rowe Price: Retirement Balanced in their Schedule of Assets, totaling $23.0M 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 | WELLMARK, INC. WELLMARK, INC. SAVINGS AND INVESTMENT PLAN | DES MOINES IA | 1,930 | $467.9M | $2.5M |
| 2 | SSAB ENTERPRISES LLC SSAB ENTERPRISES, LLC RETIREMENT SAVINGS AND PROFIT SHARING PLAN | MOBILE AL | 1,549 | $541.3M | $2.3M |
| 3 | MGS GROUP NORTH AMERICA, INC. MGS EMPLOYEE 401(K) PLAN |
GERMANTOWN WI |
| 390 |
| $54.0M |
| $1.6M |
| 4 | AMERICAN HERITAGE FEDERAL CREDIT UNION AMERICAN HERITAGE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | PHILADELPHIA PA | 625 | $49.5M | $1.6M |
| 5 | PHREESIA, INC. PHREESIA, INC. 401(K) PLAN | RALEIGH NC | 932 | $49.9M | $1.4M |
| 6 | THE FIRST NATIONAL BANK OF HUTCHINSON THE FIRST NATIONAL BANK OF HUTCHINSON PROFIT SHARING & 401K PLAN | HUTCHINSON KS | 193 | $56.6M | $1.4M |
| 7 | BOARD OF TRUSTEES OF THE RETIREMENT PLAN RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 | WAUKESHA WI | 1,960 | $374.0M | $1.3M |
| 8 | KEMET ELECTRONICS CORPORATION YAGEO GROUP EMPLOYEES' SAVINGS PLAN | FORT LAUDERDALE FL | 675 | $204.9M | $1.1M |
| 9 | PSYCHOGENICS INC. PSYCHOGENICS, INC. 401(K) PLAN | PARAMUS NJ | 167 | $18.3M | $1.0M |
| 10 | DATA CENTER, INC. DATA CENTER, INC. SAVINGS & RETIREMENT PLAN | HUTCHINSON KS | 317 | $64.2M | $960K |
