Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. ROWE PRICE TROWEPRICE RET 2065 ADV MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $53K 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 | RESULT ENTERPRISES INC. HIGH TECH FINISHING 401K PLAN | HOUSTON TX | 158 | $9.7M | $18K |
| 2 | MEP HOLDING COMPANY INC. MEP HOLDING COMPANY 401K PLAN | INDIANAPOLIS IN | 441 | $14.7M | $16K |
| 3 | WOODRUFF & SONS INC. WOODRUFF & SONS INC. 401K/PROFIT SHARING RETIREMENT PLAN |
BRADENTON FL |
| 249 |
| $11.6M |
| $10K |
| 4 | COMMUNITY ACTION PROGRAM OF EVANSVILLE & VANDERBURGH COUNTY INC. C.A.P.E. 401K EMPLOYEE SAVINGS PLAN | EVANSVILLE IN | 167 | $1.9M | $8K |
