Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TRP RETIREMENT BALANCED I - I in their Schedule of Assets, totaling $1.2M 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 | NORTHSTAR MEMORIAL GROUP, LLC NORTHSTAR MEMORIAL GROUP, LLC 401(K) PLAN | HOUSTON TX | 1,177 | $57.8M | $811K |
| 2 | FLATONIA INVESTMENTS, LLC FLATONIA INVESTMENTS, LLC 401(K) PLAN | HOUSTON TX | 585 | $51.6M | $310K |
| 3 | FLAGSHIP ENTERPRISES HOLDING FLAGSHIP HOLDING PROFIT SHARING AND 401(K) PLAN |
SAN JOSE CA |
| 1,788 |
| $17.1M |
| $103K |
| 4 | EXODYNE, INC. EXODYNE, INC. 401(K) PLAN | PHOENIX AZ | 0 | $2.1M | $17K |
