Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Spectrum Income Mutual fund - in their Schedule of Assets, totaling $12.1M 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 | BANK OF NOVA SCOTIA RETIREMENT PLAN FOR EMPLOYEES OF SCOTIABANK U. S. 401(K) | — | 1,417 | $492.6M | $9.0M |
| 2 | MILL CREEK RESIDENTIAL TRUST LLC MILL CREEK RESIDENTIAL TRUST RESOURCES LLC 401(K) PLAN | DALLAS TX | 1,325 | $149.8M | $1.3M |
| 3 | SYMBOTIC LLC SYMBOTIC LLC 401(K) PLAN |
WILMINGTON MA |
| 1,681 |
| $89.7M |
| $689K |
| 4 | CLSA AMERICAS, LLC CLSA AMERICAS, LLC 401(K) SAVINGS PLAN | NEW YORK NY | 54 | $31.8M | $482K |
| 5 | CLARITY MEDIA GROUP, INC. CLARITY MEDIA GROUP 401(K) PLAN | DENVER CO | 277 | $19.1M | $454K |
| 6 | TECH USA GOVERNMENT SOLUTIONS LLC TECH USA GOVERNMENT SOLUTIONS LLC 401(K) PLAN | MILLERSVILLE MD | 240 | $11.9M | $71K |
| 7 | TECHE ACTION BOARD INC. TECHE ACTION BOARD INC. 401(K) PLAN | FRANKLIN LA | 177 | $8.0M | $27K |
| 8 | JBP, LLC DBA SILVER STATE INTERNATIONAL TRUCKS SILVER STATE INTERNATIONAL TRUCKS 401(K) PROFIT SHARING PLAN | SPARKS NV | 144 | $13.1M | $24K |
