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 n/a in their Schedule of Assets, totaling $165K 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 | MORI ASSOCIATES, INC. MORI ASSOCIATES, INC. 401(K) PLAN AND TRUST | NORTH BETHESDA MD | 350 | $35.5M | $165K |
