Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding T. Rowe Price Retire 2060 Adv in their Schedule of Assets, totaling $37.0M 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 COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $7.9M |
| 2 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $6.9M |
| 3 | GRATON ECONOMIC DEVELOPMENT AUTH GRATON RESORT & CASINO 401(K) PLAN |
ROHNERT PARK CA |
| 2,055 |
| $86.8M |
| $4.5M |
| 4 | BRAUN CORPORATION BRAUN CORPORATION PROFIT SHARING AND 401(K) PLAN | CARMEL IN | 1,438 | $122.8M | $3.6M |
| 5 | LIBERTY DENTAL PLAN CORPORATION LIBERTY DENTAL PLAN CORPORATION 401(K) PLAN | TUSTIN CA | 1,049 | $47.9M | $2.7M |
| 6 | CURRIE & BROWN, INC. CURRIE & BROWN, INC. 401K PLAN | PRINCETON NJ | 267 | $20.7M | $1.1M |
| 7 | AUTO METER PRODUCTS, INC. AUTO METER PRODUCTS 401(K) PLAN | SYCAMORE IL | 170 | $19.3M | $805K |
| 8 | GUN LAKE TRIBAL GAMING AUTHORITY THE GUN LAKE TRIBAL GAMING AUTHORITY 401(K) RETIREMENT PLAN | WAYLAND MI | 908 | $24.6M | $797K |
| 9 | VISUAL LEASE, LLC VISUAL LEASE, LLC 401(K) PLAN | WOODBRIDGE NJ | 7 | $19.6M | $740K |
| 10 | AMG VANADIUM LLC AMG VANADIUM LLC 401(K) AND PROFIT SHARING PLAN | WAYNE PA | 148 | $13.3M | $695K |
