Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding T. Rowe Price Spectrum Income Fund - in their Schedule of Assets, totaling $29.4M 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 | THE FISHEL COMPANY THE FISHEL COMPANY RETIREMENT SAVINGS PLAN | COLUMBUS OH | 2,134 | $141.2M | $8.6M |
| 2 | AQUARION WATER COMPANY SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY | BRIDGEPORT CT | 381 | $108.0M | $3.2M |
| 3 | SWEDISH MATCH NORTH AMERICA LLC SWEDISH MATCH NORTH AMERICA SALARIED PROFIT SHARING PLAN |
RICHMOND VA |
| 168 |
| $129.9M |
| $2.8M |
| 4 | CHS EMPLOYEE GROUP, LLC CHS EMPLOYEE GROUP, LLC 401(K) RETIREMENT PLAN | BRENTWOOD TN | 1,801 | $100.4M | $2.4M |
| 5 | MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN | TYLER TX | 781 | $215.5M | $2.0M |
| 6 | ROBINSON HELICOPTER COMPANY INC. ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN | TORRANCE CA | 1,285 | $123.3M | $1.8M |
| 7 | BAI INC BAI, INC. 401(K) RETIREMENT PLAN | ALEXANDRIA VA | 45 | $25.5M | $1.3M |
| 8 | PIANTEDOSI BAKING COMPANY INC. PIANTEDOSI BAKING CO. INC. EMPLOYEES' SAVINGS RETIREMENT PLAN | MALDEN MA | 169 | $26.8M | $1.2M |
| 9 | ATA ENGINEERING INC. ATA ENGINEERING, INC. 401(K) RETIREMENT PLAN | SAN DIEGO CA | 223 | $80.0M | $841K |
| 10 | CONGOLEUM ACQUISITION LLC THE CONGOLEUM SALARIED EMPLOYEES SAVINGS PLAN | MERCERVILLE NJ | 85 | $39.0M | $840K |
