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 Allocation in their Schedule of Assets, totaling $987K 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 | INNOVATION ASSOCIATES, INC. INNOVATION ASSOCIATES 401(K) | BINGHAMTON NY | 530 | $27.3M | $387K |
| 2 | SCALED AGILE, INC. SCALED AGILE 401(K) PLAN | BOULDER CO | 125 | $15.0M | $318K |
| 3 | EXTENDED CARE CONSULTING, LLC EXTENDED CARE CONSULTING 401(K) PROFIT SHARING PLAN |
EVANSTON IL |
| 306 |
| $11.5M |
| $282K |
