Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Retirement 2005 Adv Mutual Fund in their Schedule of Assets, totaling $243K 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 | R.H. WHITE CONSTRUCTION CO., INC. R.H. WHITE 401(K) PROFIT SHARING-PW PLAN | AUBURN MA | 520 | $70.4M | $148K |
| 2 | SKH MANAGEMENT CO STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN | LITITZ PA | 436 | $26.4M | $56K |
| 3 | ALLIANCE UNIVERSITY ALLIANCE UNIVERSITY 403(B) PLAN |
NEW YORK NY |
| 144 |
| $33.0M |
| $36K |
| 4 | STANT CORPORATION STANT CORPORATION 401(K) PLAN | ROCHESTER HILLS MI | 223 | $23.4M | $2K |
