Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Spectrum Income in their Schedule of Assets, totaling $4.6M 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 | WINDSOR ELECTRIC CO INC WINDSOR ELECTRIC CO INC 401(K) RETIREMENT PLAN | OWINGS MILLS MD | 158 | $70.7M | $1.5M |
| 2 | CENTURY ALUMINUM COMPANY CENTURY ALUMINUM 401(K) PLAN | CHICAGO IL | 1,434 | $149.7M | $1.4M |
| 3 | GROSS, MENDELSOHN & ASSOCIATES, PA GROSS MENDELSOHN & ASSOCIATES PA 401(K) PROFIT SHARING PLAN |
BALTIMORE MD |
| 133 |
| $47.5M |
| $933K |
| 4 | APAX PARTNERS US, LLC APAX PARTNERS US, LLC 401(K) RETIREMENT PLAN | NEW YORK NY | 116 | $58.5M | $628K |
| 5 | VASCULAR SURGERY ASSOCIATES, LLC VASCULAR SURGERY ASSOCIATES, LLC 401(K) PLAN | BEL AIR MD | 113 | $23.3M | $118K |
| 6 | SAV-MORE DRUG, LLC SAV-MORE DRUG, LLC 401(K) PLAN | TYLER TX | 137 | $9.7M | $37K |
