Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement Balanced Fund N/R in their Schedule of Assets, totaling $1.8M 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 | INTERNATIONAL CODE COUNCIL ICC EMPLOYEES 401(K) PROFIT SHARING PLAN | COUNTRY CLUB HILLS IL | 706 | $119.8M | $1.4M |
| 2 | SKILLSOFT CORPORATION SKILLSOFT CORPORATION 401(K) PROFIT SHARING PLAN | NASHUA NH | 675 | $216.2M | $393K |
| 3 | KIDKRAFT, INC. KIDKRAFT, INC. 401(K) PLAN |
DALLAS TX |
| 135 |
| $12.1M |
| $1K |
