Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T.Rowe Price T.Rowe Price Spectrum Income Fund in their Schedule of Assets, totaling $5.6M 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 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $2.3M |
| 2 | ORLANDO ORTHOPAEDIC CENTER M.D. P.A. ORLANDO ORTHOPAEDIC CENTER M.D. P.A. 401(K) PROFIT SHARING PLAN | ORLANDO FL | 230 | $53.0M | $1.9M |
| 3 | THOS SOMERVILLE CO |
UPPER MARLBORO MD |
| 372 |
| $45.4M |
| $995K |
| 4 | CRITERION SYSTEMS, L.L.C CRITERION SYSTEMS 401(K) & PROFIT SHARING PLAN | VIENNA VA | 794 | $55.8M | $361K |
| 5 | EURO-COMPOSITES CORPORATION EURO-COMPOSITES CORPORATION 401K PROFIT SHARING PLAN | ELKWOOD VA | 132 | $5.1M | $4K |
