Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Spectrum Mod Growth Alloc in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MOSAIC HEALTH SYSTEM MOSAIC HEALTH SYSTEM 401(K) RETIREMENT PLAN | ST. JOSEPH MO | 4,771 | $453.2M | $1.3M |
| 2 | Y. HATA & COMPANY, LIMITED Y. HATA & COMPANY, LIMITED PROFIT-SHARING AND 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 0 | $0 | $1.3M |
| 3 | TEXTILE RUBBER & CHEMICAL CO., INC. |
DALTON GA |
| 356 |
| $45.9M |
| $190K |