Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding T ROWE PRICE RETIREMENT 2065 ADV FUND Mutual Fund in their Schedule of Assets, totaling $36K 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 | NY BUSINESS DEVELOPMENT CORP DBA PURSUIT NYBDC DBA PURSUIT EMPLOYEES SALARY REDUCTION 401(K) PLAN | LATHAM NY | 147 | $39.6M | $36K |
