Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Retirement 2060 Adv Mutual Fund in their Schedule of Assets, totaling $3.4M 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 | R.H. WHITE CONSTRUCTION CO., INC. R.H. WHITE 401(K) PROFIT SHARING-PW PLAN | AUBURN MA | 520 | $70.4M | $2.7M |
| 2 | 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 | $532K |
| 3 | HEBRON ACADEMY |
HEBRON ME |
| 73 |
| $7.6M |
| $137K |
