Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Ret 2005 I in their Schedule of Assets, totaling $507K 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 | COVENANT HOUSE COVENANT HOUSE SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 1,380 | $63.4M | $282K |
| 2 | BETHESDA ASSOCIATES BETHESDA 403B RETIREMENT PLAN | COLORADO SPRINGS CO | 1,109 | $20.6M | $225K |
| 3 | MICROBAC LABORATORIES, INC MICROBAC LABORATORIES INC. RETIREMENT INCOME SAVINGS PLAN |
CRANBERRY TOWNSHIP PA |
| 476 |
| $33.1M |
| $558 |
