Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Ret 2025 Adv Mutual Fund in their Schedule of Assets, totaling $2.7M 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 | CURRIE & BROWN, INC. CURRIE & BROWN, INC. 401K PLAN | PRINCETON NJ | 267 | $20.7M | $1.3M |
| 2 | THE FOUNDATION SCHOOLS THE FOUNDATION SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN | LARGO MD | 172 | $28.2M | $789K |
| 3 | PREMIER HEALTH ASSOCIATES, LLC PHA, LLC 401(K) PROFIT SHARING PLAN |
SPARTA NJ |
| 158 |
| $30.3M |
| $352K |
| 4 | CEDAR DOCUMENT TECHNOLOGIES, INC CEDAR DOCUMENT TECHNOLOGIES INC | ATLANTA GA | 0 | $0 | $188K |
| 5 | GLORIA DEI COMMUNITIES CORP. GLORIA DEI COMMUNITIES CORP. 401(K) RETIREMENT SAVINGS PLAN | WARRINGTON PA | 159 | $5.1M | $49K |
