Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding T. Rowe Price Ret 2055 Adv in their Schedule of Assets, totaling $57.4M 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 | $10.2M |
| 2 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $9.9M |
| 3 | GRATON ECONOMIC DEVELOPMENT AUTH GRATON RESORT & CASINO 401(K) PLAN |
ROHNERT PARK CA |
| 2,055 |
| $86.8M |
| $7.2M |
| 4 | RIGHTWORKS, LLC RIGHTWORKS, LLC 401(K) PLAN | NASHUA NH | 656 | $36.8M | $5.8M |
| 5 | BRAUN CORPORATION BRAUN CORPORATION PROFIT SHARING AND 401(K) PLAN | CARMEL IN | 1,438 | $122.8M | $3.5M |
| 6 | ENTERPRISE ASSOCIATES, LLC ENTERPRISE ASSOCIATES LLC 401(K) RETIREMENT PLAN | NORWOOD MA | 513 | $25.6M | $2.3M |
| 7 | HK ENTERPRISES, INC. HK ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | SAN JOSE CA | 491 | $14.6M | $1.6M |
| 8 | MYGRANT GLASS COMPANY, INC. MYGRANT GLASS COMPANY 401K PLAN | HAYWARD CA | 1,482 | $43.0M | $1.4M |
| 9 | WORLDVU DEVELOPMENT LLC WORLDVU DEVELOPMENT LLC 401(K) SAVINGS PLAN | MCLEAN VA | 82 | $15.7M | $1.2M |
| 10 | DISTRIBUTOR CORP. OF NEW ENGLAND DISTRIBUTOR CORP. OF NEW ENGLAND SUPPLEMENTAL RETIREMENT PLAN | MALDEN MA | 121 | $25.1M | $1.0M |
