Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price Trust Company Retirement Balanced in their Schedule of Assets, totaling $103K 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 | CLEVELAND GROUP, INC. CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN | ATLANTA GA | 145 | $39.5M | $89K |
| 2 | H & M CONSTRUCTION COMPANY, INC. H & M CONSTRUCTION COMPANY, INC. EMPLOYEES' PROFIT SHARING AND RETIREMENT PLAN | JACKSON TN | 268 | $30.1M | $14K |
