Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement Balanced Fund in their Schedule of Assets, totaling $27.2M 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 | BD. OF TRUST. OF STATIONARY ENGINEERS LOC. 39 ANNUITY STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND | DUBLIN CA | 6,736 | $314.9M | $14.8M |
| 2 | POWELL INDUSTRIES, INC. POWELL INDUSTRIES, INC. EMPLOYEES INCENTIVE SAVINGS PLAN | HOUSTON TX | 2,164 | $252.3M | $2.1M |
| 3 | DUNCAN AVIATION, INC. |
LINCOLN NE |
| 2,985 |
| $446.1M |
| $1.8M |
| 4 | STONERIDGE, INC. STONERIDGE INC. 401(K) RETIREMENT PLAN | NOVI MI | 678 | $112.3M | $1.2M |
| 5 | INTERNATIONAL RISK MANAGEMENT INSTITUTE, INC. IRMI 401(K) PLAN | DALLAS TX | 195 | $36.2M | $953K |
| 6 | MERCURY SYSTEMS, INC. MERCURY EMPLOYEES RETIREMENT INVESTMENT TRUST | ANDOVER MA | 2,246 | $475.6M | $582K |
| 7 | ST. JOHN'S RIVERSIDE HOSPITAL ST. JOHN'S RIVERSIDE HOSPITAL 403(B) RETIREMENT PLAN | YONKERS NY | 2,455 | $218.3M | $575K |
| 8 | UNDER ARMOUR, INC. UNDER ARMOUR 401(K) PLAN | BALTIMORE MD | 12,621 | $382.2M | $570K |
| 9 | MONTGOMERY MCCRACKEN WALKER & RHOADS LLP MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 97 | $74.4M | $568K |
| 10 | NATURIPE FARMS, LLC. NATURIPE FARMS 401(K) PLAN | ESTERO FL | 158 | $25.1M | $504K |
