Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T.Rowe Price TRP RETIRE 2030 ADV in their Schedule of Assets, totaling $7.1M 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 | AOA MANAGEMENT COMPANY LIMITED PARTNERSHIP AOA MANAGEMENT CO. 401(K) PLAN | ROSWELL GA | 313 | $34.1M | $5.5M |
| 2 | OLYMPIA COMPANIES, LLC OLYMPIA / FANDANGO / LEGENDS 401K PLAN | LAS VEGAS NV | 597 | $9.8M | $655K |
| 3 | WIN-HOLT EQUIPMENT CORPORATION WIN-HOLT EQUIPMENT CORPORATION 401(K) SAVINGS PLAN |
WOODBURY NY |
| 236 |
| $8.8M |
| $563K |
| 4 | ARMOR DEFENSE INC. ARMOR DEFENSE INC. 401(K) P/S PLAN | PLANO TX | 58 | $15.7M | $417K |
