Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T.Rowe Price T. Rowe Price Balanced Fund in their Schedule of Assets, totaling $111.3M 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 | BERKADIA COMMERCIAL MORTGAGE LLC BERKADIA 401(K) RETIREMENT PLAN | AMBLER PA | 1,461 | $334.3M | $103.1M |
| 2 | KLEIN TOOLS, INC. KLEIN TOOLS RETIREMENT SAVINGS PLAN | MANSFIELD TX | 1,525 | $179.8M | $4.8M |
| 3 | QUORUM BUSINESS SOLUTIONS (U.S.A.), INC. QUORUM BUSINESS SOLUTIONS (U.S.A.), INC 401(K) PROFIT SHARING PLAN |
HOUSTON TX |
| 573 |
| $140.0M |
| $1.9M |
| 4 | PIONEER PHYSICIANS NETWORK, INC. PIONEER PHYSICIANS NETWORK, INC. 401(K) PROFIT SHARING PLAN | UNIONTOWN OH | 278 | $47.8M | $1.2M |
| 5 | THE ANNIE E. CASEY FOUNDATION, INC. THE ANNIE E. CASEY FOUNDATION 403(B) SAVINGS PLAN | BALTIMORE MD | 200 | $51.0M | $264K |
| 6 | CAST NYLONS CO., LTD CAST NYLONS LIMITED 401(K) RETIREMENT SAVINGS PLAN | WILLOUGHBY OH | 102 | $7.2M | $86K |
