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 Ret Balanced I in their Schedule of Assets, totaling $10.8M 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 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 27,513 | $2.7B | $9.8M |
| 2 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH ENTERPRISES, INC. 401(K) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 731 | $163.4M | $472K |
| 3 | THE WASHINGTON HOSPITAL |
WASHINGTON PA |
| 1,554 |
| $119.8M |
| $175K |
| 4 | BOEHL STOPHER & GRAVES, LLP BOEHL STOPHER & GRAVES AMENDED AND RESTATED RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 33 | $16.4M | $154K |
| 5 | ATRICURE, INC. ATRICURE, INC. 401(K) PLAN | MASON OH | 1,189 | $151.0M | $144K |
| 6 | MUNICIPAL EMPLOYEES CREDIT UNION OF BALTIMORE MUNICIPAL EMPLOYEES CREDIT UNION OF BALTIMORE DEFINED CONTRIBUTION PLAN | BALTIMORE MD | 294 | $28.2M | $30K |
