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 Retire Bal Inv in their Schedule of Assets, totaling $539K 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 | HEYL, ROYSTER, VOELKER & ALLEN P.C. HEYL, ROYSTER, VOELKER & ALLEN P. C. PROFIT SHARING AND 401(K) PLAN | PEORIA IL | 257 | $77.3M | $185K |
| 2 | NEWLY WEDS FOODS, LLC NEWLY WEDS FOODS, LLC CASH ACCUMULATION PLAN | CHICAGO IL | 2,915 | $111.3M | $165K |
| 3 | DAYCO INCORPORATED |
BIRMINGHAM MI |
| 325 |
| $95.7M |
| $149K |
| 4 | JEFFERIES FINANCIAL GROUP INC. JEFFERIES FINANCIAL GROUP INC. SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 207 | $92.6M | $40K |
