Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2045 Adv in their Schedule of Assets, totaling $7.3M 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 | JAROS, BAUM & BOLLES CONSULTING ENGINEERS LLP JAROS, BAUM & BOLLES EMPLOYEES 401(K) SAVINGS PLAN | NEW YORK NY | 348 | $77.9M | $3.8M |
| 2 | SCRIBD, INC. SCRIBD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 208 | $30.1M | $2.5M |
| 3 | CONKLIN METAL INDUSTRIES, INC. |
ATLANTA GA |
| 317 |
| $24.3M |
| $668K |
| 4 | CORODATA CORPORATION CORODATA CORPORATION 401(K) PLAN | POWAY CA | 152 | $17.9M | $399K |
| 5 | LEGAL AID SOCIETY OF SOUTHEAST AND CENTRAL OHIO LEGAL AID SOCIETY OF COLUMBUS 403(B) RETIREMENT PLAN | COLUMBUS OH | 92 | $8.8M | $6K |
