Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Retirement 2005 Fund in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EPSON AMERICA, INC. EPSON AMERICA, INC. 401(K) PLAN | LOS ALAMITOS CA | 1,486 | $457.1M | $703K |
| 2 | SANDRIDGE ENERGY, INC. SANDRIDGE ENERGY, INC. 401(K) PLAN | OKLAHOMA CITY OK | 104 | $42.3M | $410K |
| 3 | RINCON RESEARCH CORPORATION RINCON RESEARCH CORPORATION 401(K) PLAN |
TUCSON AZ |
| 395 |
| $161.5M |
| $225K |
| 4 | HUBBELL INCORPORATED HUBBELL INCORPORATED EMPLOYEE SAVINGS AND INVESTMENT PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | SHELTON CT | 1,942 | $58.0M | $104K |
| 5 | BEN BRIDGE JEWELER, INC. BEN BRIDGE RETIREMENT SAVINGS PLAN | SEATTLE WA | 456 | $68.3M | $89K |
| 6 | NEW JERSEY EDUCATION ASSOCIATION NJEA SUPPLEMENTAL SAVINGS PLAN | TRENTON NJ | 392 | $67.4M | $28K |
| 7 | SAG AFTRA SAG-AFTRA 401(K) RETIREMENT PLAN | LOS ANGELES CA | 505 | $58.1M | $25K |
| 8 | WESTPOINT HOME LLC RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF WESTPOINT HOME LLC | NEW YORK NY | 253 | $23.5M | $20K |
