Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VALIC T. Rowe Price Retirement 2035 Adv in their Schedule of Assets, totaling $788K 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 | RESURRECTION UNIVERSITY RETIREMENT SAVINGS PLAN RESURRECTION UNIVERSITY RETIREMENT SAVINGS PLAN | CHICAGO IL | 127 | $6.1M | $460K |
| 2 | EARLY LEARNING COALITION OF BROWARD COUNTY, INC. EARLY LEARNING COALITION OF BROWARD COUNTY, INC. RETIREMENT PLAN | FORT LAUDERDALE FL | 177 | $6.9M | $305K |
| 3 | SOUTHEAST MISSISSIPPI RURAL HEALTH INITIATIVE, INC. |
HATTIESBURG MS |
| 265 |
| $14.8M |
| $17K |
| 4 | SOUTHEASTERN REGIONAL MEDICAL CENTER SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN | LUMBERTON NC | 2,139 | $127.0M | $6K |
