Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding John Hancock USA T. Rowe Price Retirement 2025 in their Schedule of Assets, totaling $3.1M 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 | SCHEID VINEYARDS CALIFORNIA INC. SCHEID VINEYARDS CALIFORNIA INC. 401(K) PLAN | SALINAS CA | 137 | $16.3M | $1.6M |
| 2 | J.M. WILSON CORPORATION J.M. WILSON CORPORATION SAVINGS PLAN | PORTAGE MI | 142 | $15.4M | $967K |
| 3 | WOLFF PRINCIPAL HOLDINGS, L.P. ALVIN J. WOLFF PROFIT SHARING PLAN |
SCOTTSDALE AZ |
| 420 |
| $28.0M |
| $360K |
| 4 | ANSIBLE GOVERNMENT SOLUTIONS LLC ANSIBLE GOVERNMENT SOLUTIONS LLC 401(K) PLAN | MALVERN PA | 583 | $8.4M | $186K |
