Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T Rowe Price Retirement I Balanced I Mutual Fund in their Schedule of Assets, totaling $214K 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 | BEMIS ASSOCIATES, INC. BEMIS ASSOCIATES, INC. EMPLOYEE DEFERRED SAVINGS PLAN | SHIRLEY MA | 177 | $57.0M | $214K |
