Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T. Rowe Price Ret 2005 Adv in their Schedule of Assets, totaling $459K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GRATON ECONOMIC DEVELOPMENT AUTH GRATON RESORT & CASINO 401(K) PLAN | ROHNERT PARK CA | 2,055 | $86.8M | $354K |
| 2 | NEXCARE HEALTH SYSTEMS, LLC NEXCARE HEALTH SYSTEMS, LLC RETIREMENT SAVINGS PLAN | BRIGHTON MI | 1,982 | $22.8M | $55K |
| 3 | QATAR AIRWAYS QCSC QATAR AIRWAYS 401(K) PLAN |
NEW YORK NY |
| 235 |
| $14.2M |
| $25K |
| 4 | DISTRIBUTOR CORP. OF NEW ENGLAND DISTRIBUTOR CORP. OF NEW ENGLAND SUPPLEMENTAL RETIREMENT PLAN | MALDEN MA | 121 | $25.1M | $7K |
| 5 | HK ENTERPRISES, INC. HK ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | SAN JOSE CA | 491 | $14.6M | $5K |
| 6 | COMMUNITY ACTION PROGRAM OF EVANSVILLE & VANDERBURGH COUNTY INC. C.A.P.E. 401K EMPLOYEE SAVINGS PLAN | EVANSVILLE IN | 167 | $1.9M | $5K |
| 7 | SNOHETTA ARCHITECTURE DESIGN PLA SNOHETTA ARCHITECTURE DESIGN PLANNING PC PROFIT SHARING PLAN | NEW YORK NY | 61 | $11.5M | $3K |
| 8 | ENTERPRISE ASSOCIATES, LLC ENTERPRISE ASSOCIATES LLC 401(K) RETIREMENT PLAN | NORWOOD MA | 513 | $25.6M | $3K |
| 9 | OAK HALL INDUSTRIES, LP OAK HALL INDUSTRIES, LP 401(K) PLAN | SALEM VA | 316 | $6.0M | $2K |
| 10 | WP6 RESTAURANT MGT. GROUP, LLC WOLFGANG PUCK GROUP 401(K) PLAN | LAS VEGAS NV | 749 | $16.0M | $1K |
