Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding T. Rowe Price Ret 2025 Adv in their Schedule of Assets, totaling $45.7M 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 | $4.5M |
| 2 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $3.7M |
| 3 | MANASQUAN BANK MANASQUAN BANK 401(K) PLAN |
WALL TOWNSHIP NJ |
| 240 |
| $38.3M |
| $3.2M |
| 4 | SNOHETTA ARCHITECTURE DESIGN PLA SNOHETTA ARCHITECTURE DESIGN PLANNING PC PROFIT SHARING PLAN | NEW YORK NY | 61 | $11.5M | $2.6M |
| 5 | GUIDO COMPANIES, INC. GUIDO COMPANIES, INC. 401(K) PLAN | SAN ANTONIO TX | 218 | $12.0M | $2.3M |
| 6 | BRAUN CORPORATION BRAUN CORPORATION PROFIT SHARING AND 401(K) PLAN | CARMEL IN | 1,438 | $122.8M | $2.3M |
| 7 | FOOD EXPRESS, INC. FOOD EXPRESS, INC. 401(K) PLAN | PALMDALE CA | 266 | $21.1M | $2.2M |
| 8 | WORLDATWORK WORLDATWORK RETIREMENT PLAN | SCOTTSDALE AZ | 73 | $15.4M | $1.9M |
| 9 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $1.7M |
| 10 | JOON, LLC D/B/A/ AJIN USA AJIN USA 401(K) PLAN | CUSSETA AL | 384 | $10.2M | $1.6M |
