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 Growth Fund Mutual Fund in their Schedule of Assets, totaling $5.5M 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 | GREAT NORTHERN CORPORATION APPLETON UNION EMPLOYEES' 401(K) PLAN | APPLETON WI | 125 | $20.0M | $2.9M |
| 2 | DON QUIJOTE (USA) CO., LTD. DON QUIJOTE (USA) CO., LTD. PROFIT-SHARING RETIREMENT/INDIVIDUAL MATCHED SAVINGS PLAN | HONOLULU HI | 1,956 | $80.4M | $1.8M |
| 3 | THE PETERSON COMPANIES |
FAIRFAX VA |
| 181 |
| $62.0M |
| $848K |
