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 2020 Advisor Fund in their Schedule of Assets, totaling $1.4M 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 | FORTIS SOLUTIONS GROUP, LLC FORTIS SOLUTIONS GROUP, LLC RETIREMENT SAVINGS PLAN | VIRGINIA BEACH VA | 1,239 | $52.7M | $826K |
| 2 | NIXON UNIFORM SERVICE, INC. NIXON UNIFORM SERVICE, INC. RETIREMENT SAVINGS PLAN | NEW CASTLE DE | 689 | $30.6M | $463K |
| 3 | CHILDREN'S HOME SOCIETY OF MINNESOTA |
SAINT PAUL MN |
| 57 |
| $5.8M |
| $89K |
| 4 | GULFSIDE HEALTHCARE SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF GULFSIDE HEALTHCARE SERVICES, INC. | LAND O LAKES FL | 417 | $11.1M | $47K |
