Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Retirement 2020 Adv Mutual Fund in their Schedule of Assets, totaling $6.3M 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 | SKH MANAGEMENT CO STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN | LITITZ PA | 436 | $26.4M | $2.4M |
| 2 | ALLIANCE UNIVERSITY ALLIANCE UNIVERSITY 403(B) PLAN | NEW YORK NY | 144 | $33.0M | $1.6M |
| 3 | R.H. WHITE CONSTRUCTION CO., INC. R.H. WHITE 401(K) PROFIT SHARING-PW PLAN |
AUBURN MA |
| 520 |
| $70.4M |
| $1.5M |
| 4 | STANT CORPORATION STANT CORPORATION 401(K) PLAN | ROCHESTER HILLS MI | 223 | $23.4M | $528K |
| 5 | HEBRON ACADEMY HEBRON ACADEMY, INC. RETIREMENT PLAN | HEBRON ME | 73 | $7.6M | $267K |
| 6 | HOLSUM DE PUERTO RICO, INC. PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. | TOA BAJA PR | 727 | $22.8M | $3K |
