Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding S SHARES/UNITS * T. Rowe Price Retirement 2035 in their Schedule of Assets, totaling $8.6M 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 FARRELL DISTRIBUTING CORPORATION FARRELL DISTRIBUTING CORPORATION 401(K) PLAN | SOUTH BURLINGTON VT | 300 | $44.2M | $8.6M |