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 Retirement Balanced Fund Class I # in their Schedule of Assets, totaling $198K 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 | ONE CALL CONCEPTS, INC. ONE CALL CONCEPTS, INC. 401K PLAN | HANOVER MD | 383 | $24.5M | $116K |
| 2 | FALVEY INSURANCE GROUP LTD FALVEY INSURANCE GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST | NORTH KINGSTOWN RI | 176 | $18.2M | $50K |
| 3 | SKYDANCE PRODUCTIONS, LLC SKYDANCE PRODUCTIONS, LLC 401(K) PROFIT SHARING PLAN |
SANTA MONICA CA |
| 415 |
| $30.1M |
| $30K |
| 4 | INSTRUCTIONAL EMPOWERMENT INC INSTRUCTIONAL EMPOWERMENT INC 401(K) PROFIT SHARING PLAN & TRUST | BLAIRSVILLE PA | 114 | $4.5M | $1K |
