Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TROWE PRICE BALANCED in their Schedule of Assets, totaling $973K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | R.C. HEDREEN COMPANY R.C. HEDREEN COMPANY RETIREMENT SAVINGS PLAN | SEATTLE WA | 1,015 | $47.4M | $776K |
| 2 | PLAZA MOTORS, INC PLAZA MOTORS, INC 401(K) PLAN | CATHEDRAL CITY CA | 94 | $5.7M | $148K |
| 3 | US BRICK HOLDINGS, LLC US BRICK HOLDINGS, LLC RETIREMENT PLAN |
COLUMBIA SC |
| 241 |
| $4.2M |
| $34K |
| 4 | PROPER HOSPITALITY LLC PROPER HOSPITALITY 401(K) PLAN | SANTA MONICA CA | 1,083 | $8.9M | $15K |
