Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding T. Rowe Price Ret 2035 Adv in their Schedule of Assets, totaling $62.4M 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 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $8.3M |
| 2 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $7.3M |
| 3 | GRATON ECONOMIC DEVELOPMENT AUTH GRATON RESORT & CASINO 401(K) PLAN |
ROHNERT PARK CA |
| 2,055 |
| $86.8M |
| $6.6M |
| 4 | BRAUN CORPORATION BRAUN CORPORATION PROFIT SHARING AND 401(K) PLAN | CARMEL IN | 1,438 | $122.8M | $3.9M |
| 5 | EMTEC GLOBAL SERVICES, LLC EMTEC GLOBAL SERVICES, LLC 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 233 | $43.3M | $2.2M |
| 6 | ASTRO ALUMINUM TREATING CO., INC ASTRO ALUMINUM TREATING CO., INC 401(K) PLAN | SOUTH GATE CA | 111 | $18.8M | $2.1M |
| 7 | WORLDVU DEVELOPMENT LLC WORLDVU DEVELOPMENT LLC 401(K) SAVINGS PLAN | MCLEAN VA | 82 | $15.7M | $2.1M |
| 8 | MANASQUAN BANK MANASQUAN BANK 401(K) PLAN | WALL TOWNSHIP NJ | 240 | $38.3M | $1.9M |
| 9 | MYGRANT GLASS COMPANY, INC. MYGRANT GLASS COMPANY 401K PLAN | HAYWARD CA | 1,482 | $43.0M | $1.9M |
| 10 | WORLD EMBLEM INTERNATIONAL, INC. WORLD EMBLEM INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 247 | $8.2M | $1.8M |
