Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TRP Balanced Fund Mutual fund - in their Schedule of Assets, totaling $24.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HINES INTERESTS LIMITED PARTNERSHIP PAY DEFERRAL AND SAVINGS PLAN OF HINES INTERESTS LIMITED PARTNERSHIP | HOUSTON TX | 2,799 | $873.2M | $21.4M |
| 2 | ENCYCLOPAEDIA BRITANNICA, INC. ENCYCLOPAEDIA BRITANNICA SAVINGS PLAN | CHICAGO IL | 251 | $59.0M | $2.8M |