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 2050 Adv in their Schedule of Assets, totaling $1.3M 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 | BEAUMONT JUICE, INC. DBA PERRICONE JUICES PERRICONE JUICES 401(K) RETIREMENT SAVINGS PLAN | BEAUMONT CA | 319 | $12.3M | $712K |
| 2 | FORESTDALE, INC. FORESTDALE, INC. CASH OR DEFERRED PLAN & TRUST | FOREST HILLS NY | 304 | $15.6M | $346K |
| 3 | SOUTH CENTRAL BANK, INC. SOUTH CENTRAL BANK 401(K) PLAN |
GLASGOW KY |
| 273 |
| $18.6M |
| $204K |
| 4 | PUERTO RICO TELEPHONE COMPANY, INC. CLARO PUERTO RICO EMPLOYEES SAVINGS PLAN | SAN JUAN PR | 3,173 | $1.5M | $62K |
