PlanOptica

T. Rowe Price Retirement Balanced Fund-Advisor Class

Ticker PARIX · Mutual fund

Matched by tickerAll T. Rowe Price fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
10
1 with $250K or more
Dollars held
$1.3M
69,852 of 69,862 plans with fund lines hold none
Median per plan
$93K
Share of their fund dollars
0.4%

Same fund, other share classes

Cost tiers are not known for enough of these classes to compare.

ClassCost tierPlansDollars
T. Rowe Price Retirement Balanced FundTRRIXNot stated600$359M
Class ITRJWXLow cost209$79.9M
T. Rowe Price Retirement Balanced Fund-R ClassRRTIXNot stated26$7.1M
T. Rowe Price Retirement Balanced Fund-Advisor Class (this page)PARIXNot stated10$1.3M

Plans adding and dropping it, 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

No plan added or dropped this fund between 2024 and 2025.

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold T. Rowe Price Retirement Balanced Fund-Advisor Class

The largest 10 plans in each list.

Newtown Savings Bank Employees' 401(k) Savings Plan$37.2M plan · Newtown Savings Bank, CT · USI Insurance Services$441K
Northstar Group Services, Inc. 401(k) Retirement Plan$105M plan · Northstar Group Services, Inc., NY · Fidelity (FMR)$244K
Easter Seal Rehabilitation Center of Greater Waterbury, Inc. Retirement Plan$9.8M plan · Easter Seal Rehabilitation Center of Greater Waterbury, Inc., CT · Not identified$219K
Opus Ivs 401(k) Profit Sharing Plan$23.0M plan · Opus Ivs, Inc., MI · Fidelity (FMR)$213K
The Tico Group, LLC 401(k) Plan$9.8M plan · The Tico Group, LLC, NY · ADP$93K
Fortis Solutions Group, LLC Retirement Savings Plan$63.3M plan · Fortis Solutions Group, LLC, VA · Fidelity (FMR)$77K
The New England Center for Children, Inc. Tax Deferred Annuity Plan$29.8M plan · The New England Center for Children Inc, MA · Voya$26K
Basware Inc 401(k) Profit Sharing Plan & Trust$18.8M plan · Basware Inc, SC · Paychex$739
Groen Enterprises, LLC 401(k) Plan$2.0M plan · Groen Enterprises, LLC, KY · Not identified$340
Weirton Geriatric Center Retirement Plan$10.1M plan · Weirton Geriatric Center, WV · Ameritas Life Insurance$235

Plans whose filed schedule lists T. Rowe Price Retirement Balanced Fund-Advisor Class.

How the filings spell it

Show 2 names seen in the filings
  • T. Rowe Price Retirement Balanced Advisor
  • T. Rowe Price Retirement Balanced, Advisor Class