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 Retrmnt 2060 Adv in their Schedule of Assets, totaling $606K 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 | SAFEHOLD INC. SAFEHOLD SAVINGS AND RETIREMENT PLAN TRUST | NEW YORK NY | 81 | $63.0M | $561K |
| 2 | LAC COURTE OREILLES TRIBAL GOVERNING BOARD LCO 401(K) PLAN | HAYWARD WI | 1,175 | $15.2M | $45K |
