PlanOptica

T. Rowe Price Retirement Balanced Fund-R Class

Ticker RRTIX · 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
26
5 with $250K or more
Dollars held
$7.1M
69,836 of 69,862 plans with fund lines hold none
Median per plan
$54K
Share of their fund dollars
1.2%

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 Class (this page)RRTIXNot stated26$7.1M
T. Rowe Price Retirement Balanced Fund-Advisor ClassPARIXNot 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-R Class

The largest 10 plans in each list.

Frank O. Gehry & Associates, Inc. / Gehry Partners, LLP 401(k) Plan$58.3M plan · Gehry Partners, LLP, CA · Fidelity (FMR)$3.1M
Semco LLC 401(k) Plan$19.2M plan · Semco LLC, MO · Transamerica (Aegon)$1.2M
Bank of China 401(k) Plan$198M plan · Bank of China, NY · Fidelity (FMR)$1.2M
MMSS 403(b) Plan$7.1M plan · Mississippi Methodist Senior Services Inc., MS · OneAmerica$485K
Regional Health Properties, Inc. 401(k) Plan$15.2M plan · Crown Healthcare Investments, LLC, GA · Transamerica (Aegon)$258K
Vpchc 403(b) Plan$13.0M plan · Valley Professionals Community Health Center, Inc., IN · Empower$165K
Healthright 360 403(b) Retirement Plan$29.9M plan · Healthright 360, CA · Empower$137K
Bessemer Management Company 401(k) Plan$27.0M plan · Kaplan Trucking Company, OH · Empower$127K
Healthright 360 403(b) Retirement Plan$24.1M plan · Healthright 360, CA · Empower$111K
American Outcomes Management, LP Dba Aom Infusion 401(k) Plan$13.4M plan · American Outcomes Management, LP, TX · BKD$73K

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

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How the filings spell it

Show 8 names seen in the filings
  • Retirement Balanced - R
  • T Rowe Price Retirement Balanced R
  • T. Rowe Price Retirement Balanced
  • T. Rowe Price Retirement Balanced Fund - Class R
  • T. Rowe Price Retirement Balanced Fund - R
  • T. Rowe Price Retirement Balanced R Mutual Fund
  • T. Rowe Price Retirmnt Balanced
  • T. Rowe Price Retirmnt Balanced R