Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding T.Rowe Price Spectrum Income Fund Mutual fund in their Schedule of Assets, totaling $14.0M 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 | ROBINSON & COLE LLP ROBINSON & COLE SAVINGS PLAN | HARTFORD CT | 388 | $294.3M | $9.6M |
| 2 | M H WHITTIER CORPORATION M H WHITTIER CORPORATION SAVINGS PLAN | PASADENA CA | 242 | $108.2M | $1.7M |
| 3 | ILLUMINA, INC. ILLUMINA, INC. 401(K) PLAN |
| 5,088 |
| $1.1B |
| $1.5M |
| 4 | CALAVO GROWERS, INC. CALAVO GROWERS, INC. RETIREMENT PLAN | SANTA PAULA CA | 300 | $38.2M | $430K |
| 5 | ROBINSON & COLE LLP ROBINSON & COLE EMPLOYEE SAVINGS PLAN | HARTFORD CT | 158 | $30.7M | $335K |
| 6 | BERLINER COHEN, LLP BERLINER COHEN RETIREMENT PLAN | SAN JOSE CA | 107 | $54.1M | $244K |
| 7 | UNI-CAST UNI-CAST, LLC 401(K) PLAN | LONDONDERRY NH | 198 | $11.9M | $109K |
| 8 | PIONEER MANUFACTURING COMPANY, INC. PIONEER MANUFACTURING COMPANY, INC. 401(K) PLAN | CLEVELAND OH | 111 | $22.5M | $36K |
| 9 | AXIS COMMUNICATIONS, INC. AXIS COMMUNICATIONS, INC. 401(K) PLAN | CHELMSFORD MA | 583 | $63.6M | $35K |
| 10 | HELIX EMPLOYMENT, LLC HELIX 401 (K) PLAN | SAN MATEO CA | 270 | $13.6M | $27K |
