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 Moderate Growth Allocation Fund Mutual fund - in their Schedule of Assets, totaling $4.5M 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 | PSCO KIEFFER, INC. PSCO KIEFFER RETIREMENT PLAN | SHEBOYGAN WI | 62 | $6.4M | $1.9M |
| 2 | CARROLL DISTRIBUTING COMPANY CARROLL DISTRIBUTING COMPANY EMPLOYEE BENEFIT PLAN | MELBOURNE FL | 107 | $12.8M | $1.6M |
| 3 | DELPHON INDUSTRIES, LLC DELPHON INDUSTRIES, LLC PROFIT SHARING AND 401(K) PLAN |
HAYWARD CA |
| 180 |
| $10.6M |
| $845K |
| 4 | WINONA FOODS INC. WINONA FOODS, INC. SAVINGS & RETIREMENT PLAN | GREEN BAY WI | 293 | $15.2M | $52K |
| 5 | STELLAR BANK STELLAR BANK RETIREMENT PLAN | HOUSTON TX | 1,033 | $149.8M | $52K |
