Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Spectrum Income in their Schedule of Assets, totaling $3.9M 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 | A. DUDA & SONS, INC. A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN | OVIEDO FL | 1,144 | $128.7M | $3.7M |
| 2 | ATA HOLDINGS, INC. ATA HOLDINGS, INC 401(K) RETIREMENT PLAN | ALBUQUERQUE NM | 103 | $22.1M | $112K |
| 3 | CRITICAL PROCESS SYSTEMS GROUP CRITICAL PROCESS SYSTEMS GROUP 401(K) PLAN |
COLCHESTER VT |
| — |
| $0 |
| $37K |
| 4 | TASCO AUTOCOLOR CORPORATION TASCO AUTOCOLOR CORPORATION 401(K) PLAN | HOUSTON TX | 252 | $7.5M | $15K |
| 5 | ESP, INC. ESP, INC. 401(K) PLAN | ORLANDO FL | 227 | $8.9M | $8K |
