Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price T Rowe Price Prsnl Spctrm Mod Allc in their Schedule of Assets, totaling $15.8M 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 | LEE HEALTH SYSTEM, INC. LEE HEALTH SYSTEM 403(B) RETIREMENT PLAN | FORT MYERS FL | 17,223 | $1.3B | $13.2M |
| 2 | OHIO MACHINERY CO. OHIO MACHINERY CO. INCENTIVE SAVINGS PLAN | BROADVIEW HEIGHTS OH | 1,181 | $138.6M | $2.2M |
| 3 | OHIO MACHINERY CO. OHIO CAT UNION 401K PLAN |
BROADVIEW HEIGHTS OH |
| 561 |
| $22.6M |
| $398K |
