Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Rtmt Bal Fund in their Schedule of Assets, totaling $8.0M 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 | PLAZA CONSTRUCTION, LLC PLAZA CONSTRUCTION, LLC EMPLOYEE SAVINGS' PLAN | NEW YORK NY | 74 | $53.4M | $5.5M |
| 2 | INNOVANCE, INC. INNOVANCE, INC. 401(K) PLAN | ALBERT LEA MN | 377 | $34.1M | $1.8M |
| 3 | VTECH USA HOLDINGS, LLC VTECH USA 401(K) PLAN |
TIGARD OR |
| 200 |
| $70.7M |
| $286K |
| 4 | OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC. OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC. 401(K) PLAN | BLOOMINGTON MN | 275 | $79.8M | $223K |
| 5 | SHEA, CARR & JEWELL, INC. SCJ ALLIANCE 401(K) PLAN | LACEY WA | 128 | $11.7M | $180K |
| 6 | MIDWEST RADIOLOGY, P.A. MIDWEST RADIOLOGY P.A. PROFIT SHARING PLAN | ROSEVILLE MN | 395 | $300.3M | $12K |
