Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding TRP RETIREMENT BALANCED I in their Schedule of Assets, totaling $14.4M 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 | RINGCENTRAL INC RINGCENTRAL INC. | BELMONT CA | 2,023 | $227.6M | $3.0M |
| 2 | LAZ KARP ASSOCIATES, LLC LAZ KARP ASSOCIATES, LLC 401(K) PLAN | HARTFORD CT | 6,802 | $90.7M | $1.6M |
| 3 | HINO MOTORS SALES USA, INC HINO MOTORS SALES, U.S.A., INC. SAVINGS PLAN |
NOVI MI |
| 136 |
| $31.4M |
| $1.3M |
| 4 | INFINITE COMPUTER SOLUTIONS, INC ICS 401(K) PLAN | ROCKVILLE MD | 2,329 | $74.3M | $1.0M |
| 5 | AFFINIUS CAPITAL LLC AFFINIUS CAPITAL 401K PLAN | SAN ANTONIO TX | 141 | $120.6M | $829K |
| 6 | PEDIGO PRODUCTS, INC PEDIGO 401(K) SAVINGS PLAN | VANCOUVER WA | 156 | $18.8M | $684K |
| 7 | GEORGES ENTERPRISES, LLC GEORGES ENTERPRISES 401(K) PLAN | HARAHAN LA | 917 | $55.6M | $655K |
| 8 | THREE LOWER COUNTIES COMMUNITY TLC, INC. 401K PLAN | SALISBURY MD | 557 | $35.6M | $543K |
| 9 | SUTHERLAND GLOBAL SERVICES, INC. SUTHERLAND GLOBAL SERVICES, INC. 401(K) PLAN | PITTSFORD NY | 3,133 | $103.4M | $508K |
| 10 | MASTECH DIGITAL, INC. MASTECH DIGITAL, INC. 401(K) PLAN | MOON TOWNSHIP PA | 806 | $32.4M | $449K |