Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TRP BALANCED in their Schedule of Assets, totaling $142K 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 | FOURTH WALL RESTAURANTS, LLC QUALITY BRANDED 401(K) | NEW YORK NY | 1,864 | $5.3M | $95K |
| 2 | SUMITOMO SHI DEMAG PLASTICS MACHINERY N AMERICA INC. SDPMNA SAVINGS AND RETIREMENT PLAN | SUWANEE GA | 110 | $23.8M | $47K |
