Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding T.ROWE PRICE RETIRE 2030 - ADV in their Schedule of Assets, totaling $120.4M 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 | BRAUN CORPORATION BRAUN CORPORATION PROFIT SHARING AND 401(K) PLAN | CARMEL IN | 1,438 | $122.8M | $13.8M |
| 2 | WINCHESTER INTERCONNECT WINCHESTER INTERCONNECT 401K PLAN | MILFORD CT | 759 | $68.2M | $11.4M |
| 3 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN |
FT WASHINGTON PA |
| 2,200 |
| $139.8M |
| $10.2M |
| 4 | COLONIAL ELECTRIC SUPPLY CO INC COLONIAL ELECTRIC SUPPLY CO, INC RETIREMENT PLAN AND TRUST | KING OF PRUSSIA PA | 427 | $45.1M | $8.5M |
| 5 | GRATON ECONOMIC DEVELOPMENT AUTH GRATON RESORT & CASINO 401(K) PLAN | ROHNERT PARK CA | 2,055 | $86.8M | $5.9M |
| 6 | LIBERTY DENTAL PLAN CORPORATION LIBERTY DENTAL PLAN CORPORATION 401(K) PLAN | TUSTIN CA | 1,049 | $47.9M | $5.8M |
| 7 | ASTRO ALUMINUM TREATING CO., INC ASTRO ALUMINUM TREATING CO., INC 401(K) PLAN | SOUTH GATE CA | 111 | $18.8M | $5.1M |
| 8 | MANASQUAN BANK MANASQUAN BANK 401(K) PLAN | WALL TOWNSHIP NJ | 240 | $38.3M | $4.6M |
| 9 | EMTEC GLOBAL SERVICES, LLC EMTEC GLOBAL SERVICES, LLC 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 233 | $43.3M | $3.3M |
| 10 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $3.1M |
