Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Trp Retire Bal Mutual fund - in their Schedule of Assets, totaling $4.0M 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 | LABATON KELLER SUCHAROW LLP LABATON KELLER SUCHAROW LLP 401(K) SAVINGS & PROFIT SHARING PLAN | NEW YORK NY | 167 | $51.5M | $3.6M |
| 2 | ODYSSEY SYSTEMS CONSULTING GROUP ODYSSEY SYSTEMS CONSULTING GROUP LTD 401(K) PLAN | WAKEFIELD MA | 1,397 | $125.8M | $253K |
| 3 | KLARQUIST SPARKMAN, LLP |
PORTLAND OR |
| 146 |
| $76.4M |
| $105K |
