Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Ret 2035 Adv T. Rowe Price 0 in their Schedule of Assets, totaling $1.3M 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 | SERMO, INC. WORLDONE 401(K) PLAN | NEW YORK NY | 101 | $11.1M | $731K |
| 2 | PHILADELPHIA LEGAL ASSISTANCE PHILADELPHIA LEGAL ASSISTANCE 403(B) PLAN | PHILADELPHIA PA | 97 | $7.6M | $283K |
| 3 | BOIRON, INC BOIRON, INC PROFIT SHARING & 401(K) PLAN |
NEWTOWN SQUARE PA |
| 149 |
| $31.0M |
| $254K |
