Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price Retire 2060-Adv Mutual Fund in their Schedule of Assets, totaling $1.1M 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 | CURRIE & BROWN, INC. CURRIE & BROWN, INC. 401K PLAN | PRINCETON NJ | 267 | $20.7M | $1.1M |
| 2 | GLORIA DEI COMMUNITIES CORP. GLORIA DEI COMMUNITIES CORP. 401(K) RETIREMENT SAVINGS PLAN | WARRINGTON PA | 159 | $5.1M | $14K |
