Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Retment Balanced Adv in their Schedule of Assets, totaling $622K 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 | KERING AMERICAS, INC KERING AMERICAS, INC. RETIREMENT AND SAVINGS PLAN | WAYNE NJ | 4,402 | $344.9M | $577K |
| 2 | SAFEHOLD INC. SAFEHOLD SAVINGS AND RETIREMENT PLAN TRUST | NEW YORK NY | 81 | $63.0M | $46K |
