Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Institutional Floating Rate Fund in their Schedule of Assets, totaling $1.4M 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 | AKTION ASSOCIATES, INC. AKTION ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | MAUMEE OH | 214 | $32.5M | $816K |
| 2 | NORTHROCK PARTNERS, LLC NORTHROCK PARTNERS 401K AND PROFIT SHARING PLAN | MINNEAPOLIS MN | 175 | $20.0M | $557K |
| 3 | ABLE MOVING AND STORAGE, INC. |
MANASSAS VA |
| 103 |
| $8.8M |
| $47K |
| 4 | SID PETERSON MEMORIAL HOSPITAL SID PETERSON MEMORIAL HOSPITAL 401(K) SAVINGS AND PROFIT SHARING PLAN | KERRVILLE TX | 1,298 | $67.3M | $2K |