Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Retirement 2045 Adv Mutual Fund in their Schedule of Assets, totaling $8.7M 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 | $5.1M |
| 2 | SKH MANAGEMENT CO STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN | LITITZ PA | 436 | $26.4M | $1.1M |
| 3 | HEBRON ACADEMY HEBRON ACADEMY, INC. RETIREMENT PLAN |
HEBRON ME |
| 73 |
| $7.6M |
| $1.1M |
| 4 | STANT CORPORATION STANT CORPORATION 401(K) PLAN | ROCHESTER HILLS MI | 223 | $23.4M | $711K |
| 5 | ALLIANCE UNIVERSITY ALLIANCE UNIVERSITY 403(B) PLAN | NEW YORK NY | 144 | $33.0M | $420K |
| 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 | $183K |
| 7 | MOBRO MARINE, INC. MOBRO MARINE, INC. 401(K) PLAN | GREEN COVE SPRINGS FL | 97 | $14.8M | $46K |
