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 Instl Floating Rate in their Schedule of Assets, totaling $287K 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 | SYMMES MAINI & MCKEE ASSOC. INC. SYMMES, MAINI & MCKEE ASSOCIATES, INC. 401K PLAN | CAMBRIDGE MA | 209 | $63.2M | $186K |
| 2 | LBMC, PC LATTIMORE, BLACK, MORGAN & CAIN, P.C. PROFIT SHARING PLAN | BRENTWOOD TN | 593 | $85.7M | $101K |
