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 I Fund in their Schedule of Assets, totaling $242K 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 | PARAGON DIE & ENGINEERING COMPANY PARAGON DIE & ENGINEERING CO RETIREMENT SVGS PL | GRAND RAPIDS MI | 164 | $34.1M | $140K |
| 2 | INDUSTRIAL MAGNETICS, INC. IMI HOLDING CORPORATION 401(K) PROFIT SHARING PLAN | BOYNE CITY MI | 223 | $28.6M | $64K |
| 3 | CENTURY HOUSING CORPORATION |
CULVER CITY CA |
| 122 |
| $24.7M |
| $38K |
