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 Retrmnt Balanced R in their Schedule of Assets, totaling $1.3M 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 | SEMCO LLC SEMCO LLC 401(K) PLAN | COLUMBIA MO | 257 | $15.6M | $1.1M |
| 2 | MEDCARE SOUTH, LLC MEDCARE SOUTH 401(K) PLAN | ATLANTA GA | 166 | $15.4M | $180K |
| 3 | RECOVERY NETWORK OF PROGRAMS, INC. THE RECOVERY NETWORK OF PROGRAMS, INC. 403B RETIREMENT PLAN |
SHELTON CT |
| 262 |
| $10.5M |
| $14K |
