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 I in their Schedule of Assets, totaling $18.1M 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 | G.L. HOMES OF FLORIDA CORPORATION G.L. HOMES OF FLORIDA CORPORATION 401(K) PLAN | SUNRISE FL | 568 | $111.8M | $13.1M |
| 2 | BARRIOS TECHNOLOGY BARRIOS TECHNOLOGY 401(K) PROFIT SHARING PLAN | HOUSTON TX | 816 | $135.3M | $1.7M |
| 3 | GOODWILL INDUSTRIES SUNCOAST, INC. |
ST. PETERSBURG FL |
| 969 |
| $18.3M |
| $1.5M |
| 4 | BATH SAVER, INC. BATH SAVER, INC. 401(K) PLAN | LEWISBERRY PA | 552 | $15.0M | $814K |
| 5 | AVNA INC. AVNA INC. PROFIT SHARING/401(K) RETIREMENT PLAN | NEW BRITAIN CT | 249 | $24.5M | $529K |
| 6 | DANIEL DEFENSE, LLC DANIEL DEFENSE, LLC EMPLOYEES SAVINGS PLAN | BLACKCREEK GA | 273 | $18.1M | $495K |
