Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Spectrum Income Fund Registered Investment Company in their Schedule of Assets, totaling $2.0M 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 | INVENERGY LLC INVENERGY LLC 401(K) PLAN | CHICAGO IL | 2,212 | $240.3M | $1.8M |
| 2 | SONIC.NET, LLC SONIC.NET, LLC 401(K) PROFIT SHARING PLAN | SANTA ROSA CA | 868 | $40.7M | $167K |
| 3 | TZ MEDICAL INC TZ MEDICAL INC 401(K) PROFIT SHARING PLAN & TRUST |
TUALATIN OR |
| 97 |
| $5.4M |
| $30K |
