Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retirement Balanced in their Schedule of Assets, totaling $9.2M 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 | ANSYS, INC. ANSYS, INC. EMPLOYEES' RETIREMENT PROGRAM | CANONSBURG PA | 2,487 | $945.3M | $2.2M |
| 2 | CHA HOLLYWOOD MEDICAL CENTER, HOLLYWOOD PRESBYTERIAN MEDICAL CENTER HPMC 401(K) PLAN | LOS ANGELES CA | 1,394 | $133.7M | $1.6M |
| 3 | CURT G. JOA, INC. CURT G. JOA, INC. EMPLOYEES TRUST FUND |
SHEBOYGAN FALLS WI |
| 266 |
| $83.3M |
| $1.5M |
| 4 | DARWILL, INC. THE DARWILL, INC. PROFIT SHARING AND SAVINGS PLAN | HILLSIDE IL | 245 | $29.0M | $1.1M |
| 5 | BAYCARE CLINIC, L.L.P. BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN | GREEN BAY WI | 957 | $315.7M | $930K |
| 6 | BELFOR USA GROUP, INC. BELFOR GROUP 401(K) PLAN | BIRMINGHAM MI | 2,528 | $173.2M | $824K |
| 7 | LONG IRON SERVICES, LLC HENIFF COMPANIES 401(K) RETIREMENT SAVINGS PLAN | OAK BROOK IL | 1,587 | $102.2M | $412K |
| 8 | COLUMBUS REGIONAL HEALTHCARE SYSTEM COLUMBUS REGIONAL HEALTHCARE SYSTEM 403(B) RETIREMENT PLAN | WHITEVILLE NC | 706 | $38.0M | $307K |
| 9 | GREENLEAF HOSPITALITY GROUP, INC. GREENLEAF HOSPITALITY GROUP, INC. 401(K) PLAN | KALAMAZOO MI | 506 | $15.8M | $120K |
| 10 | ENTRATA, INC. ENTRATA 401(K) PLAN | LEHI UT | 1,278 | $60.9M | $98K |
