Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Balanced Adv in their Schedule of Assets, totaling $157K 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 | CONNECTICUT CONTAINER CORPORATION MASSACHUSETTS CONTAINER CORPORATION AND CONNECTICUT CONTAINER CORPORATION 401(K) PLAN | NORTH HAVEN CT | 212 | $15.9M | $148K |
| 2 | H. B. MAGRUDER MEMORIAL HOSPITAL H. B. MAGRUDER MEMORIAL HOSPITAL 403(B) PLAN | PORT CLINTON OH | 404 | $24.0M | $9K |
