Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2030 Adv in their Schedule of Assets, totaling $7.8M 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 | CORODATA CORPORATION CORODATA CORPORATION 401(K) PLAN | POWAY CA | 152 | $17.9M | $4.1M |
| 2 | CONKLIN METAL INDUSTRIES, INC. CONKLIN METAL INDUSTRIES, INC. 401(K) EMPLOYEE SAVINGS PLAN AND TRUST | ATLANTA GA | 317 | $24.3M | $1.7M |
| 3 | JAROS, BAUM & BOLLES CONSULTING ENGINEERS LLP |
NEW YORK NY |
| 348 |
| $77.9M |
| $985K |
| 4 | GRAND BRANDS LLC GRAND BRANDS 401(K) PLAN | VIRGINIA BEACH VA | 185 | $5.3M | $484K |
| 5 | SCRIBD, INC. SCRIBD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 208 | $30.1M | $351K |
| 6 | FELLOWSHIP HALL RETIREMENT PLAN FELLOWSHIP HALL RETIREMENT PLAN | GREENSBORO NC | 100 | $5.8M | $173K |
| 7 | LEGAL AID SOCIETY OF SOUTHEAST AND CENTRAL OHIO LEGAL AID SOCIETY OF COLUMBUS 403(B) RETIREMENT PLAN | COLUMBUS OH | 92 | $8.8M | $18K |
