Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2065 Advisor in their Schedule of Assets, totaling $889K 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 | $801K |
| 2 | THE COMMERCIAL CLUB OF CHICAGO THE 401(K) PROFIT SHARING PLAN OF THE COMMERCIAL CLUB OF CHICAGO | CHICAGO IL | 88 | $11.3M | $87K |
