Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T. Rowe Price 2030 Adv Mutual fund ** 1 T. Rowe Price 2040 Adv Mutual fund ** 5 T. Rowe Price Retirement I 2010 I Mutual fund in their Schedule of Assets, totaling $131K 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 | CREWS BANK & TRUST CREWS BANKING RETIREMENT PLAN | WAUCHULA FL | 371 | $41.9M | $131K |
