Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TRP RETIRE BAL ADV Mutual Funds in their Schedule of Assets, totaling $213K 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 | FINKELSTEIN & PARTNERS, LLP FINKELSTEIN & AFFILIATED ENTITIES 401(K) PLAN | NEWBURGH NY | 331 | $43.1M | $211K |
| 2 | HEALEY BROTHERS, INC. HEALEY BROTHERS, INC. 401K PLAN | GOSHEN NY | 579 | $43.7M | $2K |
