Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement Balanced I in their Schedule of Assets, totaling $2.2M 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 | NASA FEDERAL CREDIT UNION NASA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN & TRUST | BOWIE MD | 399 | $71.7M | $1.2M |
| 2 | ARGENT FINANCIAL GROUP, INC. ARGENT FINANCIAL GROUP 401(K) PLAN | RUSTON LA | 505 | $76.0M | $573K |
| 3 | COLUMBIA ORTHOPAEDIC GROUP LLP |
COLUMBIA MO |
| 260 |
| $51.0M |
| $210K |
| 4 | TERLATO WINE GROUP, LTD. TERLATO WINE GROUP, LTD. SAVINGS AND RETIREMENT PLAN | LAKE BLUFF IL | 230 | $43.8M | $207K |
| 5 | PIONEER CLADDING & GLAZING SYSTEMS, INC. PIONEER 401(K) PLAN | MASON OH | 235 | $11.8M | $13K |
| 6 | GRAHAM-OURISMAN AUTOMOTIVE LLC GRAHAM-OURISMAN AUTOMOTIVE 401K PLAN | ROCKVILLE MD | 790 | $18.9M | $12K |
| 7 | CHESAPEAKE SPICE COMPANY, LLC CHESAPEAKE SPICE 401(K) PLAN | BELCAMP MD | 207 | $16.6M | $6K |
