Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding T. Rowe Price Ret 2015 Adv in their Schedule of Assets, totaling $4.7M 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 | GRATON ECONOMIC DEVELOPMENT AUTH GRATON RESORT & CASINO 401(K) PLAN | ROHNERT PARK CA | 2,055 | $86.8M | $1.1M |
| 2 | A.G. SIMPSON USA INC. A.G. SIMPSON (USA) INC. RETIREMENT PLAN | STERLING HEIGHTS MI | 574 | $15.9M | $619K |
| 3 | WP6 RESTAURANT MGT. GROUP, LLC WOLFGANG PUCK GROUP 401(K) PLAN |
LAS VEGAS NV |
| 749 |
| $16.0M |
| $559K |
| 4 | JOON, LLC D/B/A/ AJIN USA AJIN USA 401(K) PLAN | CUSSETA AL | 384 | $10.2M | $358K |
| 5 | EMTEC GLOBAL SERVICES, LLC EMTEC GLOBAL SERVICES, LLC 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 233 | $43.3M | $344K |
| 6 | SWANER HARDWOOD CO., INC. SWANER HARDWOOD CO., INC. PROFIT SHARING PLAN | BURBANK CA | 126 | $12.6M | $342K |
| 7 | ASTRO ALUMINUM TREATING CO., INC ASTRO ALUMINUM TREATING CO., INC 401(K) PLAN | SOUTH GATE CA | 111 | $18.8M | $241K |
| 8 | AMG VANADIUM LLC AMG VANADIUM LLC 401(K) AND PROFIT SHARING PLAN | WAYNE PA | 148 | $13.3M | $154K |
| 9 | MERLIN INDUSTRIES, INC. MERLIN INDUSTRIES, INC. 401(K) PLAN | HAMILTON NJ | 297 | $13.9M | $139K |
| 10 | BRAUN CORPORATION BRAUN CORPORATION PROFIT SHARING AND 401(K) PLAN | CARMEL IN | 1,438 | $122.8M | $134K |
