Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Retirement 2025 in their Schedule of Assets, totaling $5.0M 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 | BOARD OF TRUSTEES, U.A. UNION LOCAL NO. 290 PLUMBER, UNITED ASSOCIATION UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER INDUSTRY 401(K) PLAN | TUALATIN OR | 3,088 | $235.6M | $4.0M |
| 2 | USCB, INC. USCB, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 197 | $15.9M | $967K |
| 3 | SPRADLEY BARR FORD, INC. |
FORT COLLINS CO |
| 16 |
| $5.5M |
| $66K |
