Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding S SHARES T. Rowe Price Retirement 2045 in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE WILLIAMSBURG CHARTER HIGH SCHOOL THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN | BROOKLYN NY | 108 | $4.7M | $1.1M |
