Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price Trust Company Personal Strategy Balanced Fund in their Schedule of Assets, totaling $618K 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 | H & M CONSTRUCTION COMPANY, INC. H & M CONSTRUCTION COMPANY, INC. EMPLOYEES' PROFIT SHARING AND RETIREMENT PLAN | JACKSON TN | 268 | $30.1M | $618K |
