Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement Balanced Class Fund in their Schedule of Assets, totaling $866K 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 | RED COATS, INC. RED COATS, INC. EMPLOYEES' 401(K) PLAN | BETHESDA MD | 3,134 | $27.5M | $866K |
