Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. ROWE PRICE RTRMT BAL CL I MUTUAL FUNDS in their Schedule of Assets, totaling $1.3M 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 | CANCER PARTNERS OF NEBRASKA, P.C. CANCER PARTNERS OF NEBRASKA 401(K) PROFIT SHARING PLAN | LINCOLN NE | 187 | $32.8M | $351K |
| 2 | WILLIAMS INDUSTRIES, INC. WILLIAMS INDUSTRIES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN | MANASSAS VA | 133 | $10.5M | $351K |
| 3 | WILLIAMS STEEL ERECTION CO., INC. |
MANASSAS VA |
| 67 |
| $3.7M |
| $351K |
| 4 | SECUR-SERV INC. SECUR-SERV 401(K) PLAN | OMAHA NE | 409 | $68.9M | $176K |
| 5 | BODMAN PLC BODMAN PLC RETIREMENT PLAN | DETROIT MI | 258 | $161.3M | $46K |
