Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Spectrum Income Inv in their Schedule of Assets, totaling $1.0M 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 | MARS HOLDINGS, LLC MARS SUPER MARKETS, INC. 401(K) RETIREMENT PLAN | BALTIMORE MD | 13 | $20.7M | $679K |
| 2 | TECH USA, LLC TECH USA, LLC 401 K PLAN | MILLERSVILLE MD | 453 | $17.1M | $245K |
| 3 | MARATHON HEALTH, LLC. MARATHON HEALTH, LLC. 401(K) PLAN |
INDIANAPOLIS IN |
| 1,516 |
| $81.1M |
| $92K |
| 4 | PISGAH LEGAL SERVICES PISGAH LEGAL SERVICES | ASHEVILLE NC | 124 | $8.0M | $17K |
