Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding T.ROWE PRICE RETIRE 2040 - ADV in their Schedule of Assets, totaling $124.7M 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 | BRAUN CORPORATION BRAUN CORPORATION PROFIT SHARING AND 401(K) PLAN | CARMEL IN | 1,438 | $122.8M | $19.5M |
| 2 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $12.4M |
| 3 | LIBERTY DENTAL PLAN CORPORATION LIBERTY DENTAL PLAN CORPORATION 401(K) PLAN |
TUSTIN CA |
| 1,049 |
| $47.9M |
| $11.2M |
| 4 | WINCHESTER INTERCONNECT WINCHESTER INTERCONNECT 401K PLAN | MILFORD CT | 759 | $68.2M | $8.3M |
| 5 | QUALITY BICYCLE PRODUCTS, GBC QUALITY BICYCLE PRODUCTS, INC. 401(K) PLAN | BLOOMINGTON MN | 953 | $64.8M | $5.7M |
| 6 | GRATON ECONOMIC DEVELOPMENT AUTH GRATON RESORT & CASINO 401(K) PLAN | ROHNERT PARK CA | 2,055 | $86.8M | $5.3M |
| 7 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $5.1M |
| 8 | GUN LAKE TRIBAL GAMING AUTHORITY THE GUN LAKE TRIBAL GAMING AUTHORITY 401(K) RETIREMENT PLAN | WAYLAND MI | 908 | $24.6M | $5.0M |
| 9 | COLONIAL ELECTRIC SUPPLY CO INC COLONIAL ELECTRIC SUPPLY CO, INC RETIREMENT PLAN AND TRUST | KING OF PRUSSIA PA | 427 | $45.1M | $4.3M |
| 10 | RIGHTWORKS, LLC RIGHTWORKS, LLC 401(K) PLAN | NASHUA NH | 656 | $36.8M | $3.9M |
