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 Moderate Allocation Fund Mutual Fund NR in their Schedule of Assets, totaling $31.1M 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 | BLOOMBERG INDUSTRY GROUP, INC. BLOOMBERG INDUSTRY GROUP, INC. 401(K) PLAN | ARLINGTON VA | 1,267 | $447.0M | $29.8M |
| 2 | QUADRANT STRATEGIES LLC QUADRANT STRATEGIES LLC 401(K) AND PROFIT SHARING PLAN | WASHINGTON DC | 83 | $6.1M | $1.2M |
| 3 | CLOUD FOR GOOD, LLC CLOUD FOR GOOD, LLC 401(K) PLAN |
ASHEVILLE NC |
| 170 |
| $9.8M |
| $177K |
