Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2005 Fund Advisor Class in their Schedule of Assets, totaling $759K 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 | HAMILTON PARTNERS, INC. HAMILTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN | ITASCA IL | 124 | $56.5M | $619K |
| 2 | TIRECO, INC. TIRECO, INC. 401(K) PROFIT SHARING PLAN | GARDENA CA | 748 | $45.5M | $133K |
| 3 | OLIVET NAZARENE UNIVERSITY OLIVET NAZARENE UNIVERSITY DC RETIREMENT PLAN |
BOURBONNAIS IL |
| 573 |
| $102.2M |
| $8K |
