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 2050 Adv in their Schedule of Assets, totaling $104.0M 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, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $10.5M |
| 2 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $10.2M |
| 3 | BRAUN CORPORATION BRAUN CORPORATION PROFIT SHARING AND 401(K) PLAN |
CARMEL IN |
| 1,438 |
| $122.8M |
| $8.1M |
| 4 | QUALITY BICYCLE PRODUCTS, GBC QUALITY BICYCLE PRODUCTS, INC. 401(K) PLAN | BLOOMINGTON MN | 953 | $64.8M | $6.3M |
| 5 | WINCHESTER INTERCONNECT WINCHESTER INTERCONNECT 401K PLAN | MILFORD CT | 759 | $68.2M | $5.9M |
| 6 | NOVACOAST, INC. NOVACOAST, INC. 401(K) PLAN | OREM UT | 289 | $24.9M | $5.8M |
| 7 | GUN LAKE TRIBAL GAMING AUTHORITY THE GUN LAKE TRIBAL GAMING AUTHORITY 401(K) RETIREMENT PLAN | WAYLAND MI | 908 | $24.6M | $5.7M |
| 8 | RIGHTWORKS, LLC RIGHTWORKS, LLC 401(K) PLAN | NASHUA NH | 656 | $36.8M | $5.5M |
| 9 | LIBERTY DENTAL PLAN CORPORATION LIBERTY DENTAL PLAN CORPORATION 401(K) PLAN | TUSTIN CA | 1,049 | $47.9M | $5.0M |
| 10 | GRATON ECONOMIC DEVELOPMENT AUTH GRATON RESORT & CASINO 401(K) PLAN | ROHNERT PARK CA | 2,055 | $86.8M | $4.9M |
