Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding T. Rowe Price Spectrum Conservative Allocation Fund I Class in their Schedule of Assets, totaling $1.6M 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 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $1.1M |
| 2 | NORTHWEST JUSTICE PROJECT NORTHWEST JUSTICE PROJECT 403 (B) PLAN | SEATTLE WA | 345 | $52.7M | $83K |
| 3 | CAYUGA HOME FOR CHILDREN DBA C |
AUBURN NY |
| 1,031 |
| $21.2M |
| $50K |
| 4 | SANTA CATALINA ISLAND CONSERVANCY 403(B) THRIFT PLAN OF SANTA CATALINA ISLAND CONSERVANCY | AVALON CA | 110 | $13.8M | $32K |
| 5 | THE SENIOR ALLIANCE AREA AGENC 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SENIOR ALLIANCE AREA AGENCY ON AGING 1-C | DEARBORN MI | 92 | $10.7M | $27K |
| 6 | INDIAN HEALTH BOARD OF MINNEAPOLIS SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INDIAN HEALTH BOARD OF MINNEAPOLIS | MINNEAPOLIS MN | 109 | $10.1M | $25K |
| 7 | JEWISH FAMILY SERVICE OF ATLANTIC COUNTY, INC. TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY | MARGATE CITY NJ | 217 | $10.0M | $23K |
| 8 | FARMERS & MERCHANTS BANK, INC. THE FARMERS & MERCHANTS BANK 401(K) PROFIT SHARING PLAN | HAMPSTEAD MD | 90 | $11.1M | $22K |
| 9 | WAVERLY SENIOR SERVICES TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 357 | $9.0M | $20K |
| 10 | FERD AND GLADYS ALPERT JEWISH FAMILY CHILDREN'S SERVICES OF PALM BEACH 403(B) THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY CHILDRENS SERVICE OF PALM BEACH CO | WEST PALM BEACH FL | 149 | $8.3M | $19K |
