Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding T. Rowe Price Spectrum Mod Alloc I T. Rowe Price 0 in their Schedule of Assets, totaling $9.5M 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 | WOODHOUSE FORD, INC. WOODHOUSE AUTO FAMILY 401(K) PLAN | OMAHA NE | 1,396 | $95.7M | $3.1M |
| 2 | ROHDE & SCHWARZ USA, INC. ROHDE & SCHWARZ, INC. SAVINGS PLAN | COLUMBIA MD | 737 | $210.7M | $1.8M |
| 3 | BETTIS ASPHALT & CONSTRUCTION,INC BETTIS ASPHALT & CONSTRUCTION INC 401(K) AND PROFIT SHARING PLAN |
TOPEKA KS |
| 271 |
| $16.1M |
| $1.3M |
| 4 | T.W. VENDING, INC. TW VENDING INC. 401(K) PROFIT SHARING PLAN AND TRUST | RIVER FALLS WI | 324 | $6.9M | $766K |
| 5 | CREEK ENTERPRISE, INC CREEK ENTERPRISE 401(K) PLAN | ADRIAN MI | 160 | $5.1M | $581K |
| 6 | UMBRA CUSCINETTI, INC. UMBRA CUSCINETTI, INC. 401(K) PLAN | EVERETT WA | 73 | $6.9M | $529K |
| 7 | FOURJAY, L.L.C. FOURJAY, L.L.C. 401(K) PLAN | NORTH LITTLE ROCK AR | 228 | $7.0M | $438K |
| 8 | C.S.B. CO. C.S.B. CO. 401(K) PLAN | COZAD NE | 92 | $22.6M | $317K |
| 9 | BORSHEIM JEWELRY COMPANY, INC. BORSHEIM JEWELRY COMPANY 401(K) SAVINGS PLAN | OMAHA NE | 186 | $20.9M | $228K |
| 10 | OVERLAND SHEEPSKIN CO., INC. OVERLAND SHEEPSKIN CO. 401(K) PLAN | FAIRFIELD IA | 212 | $14.0M | $114K |
