Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T Rowe Price Ret 2065 I Mutual Fund in their Schedule of Assets, totaling $2.2M 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 | TRUSTEES, OKLAHOMA STATE PIPE TRADES ANNUITY FUND OKLAHOMA STATE PIPE TRADES ANNUITY FUND | TULSA OK | 2,257 | $93.2M | $1.2M |
| 2 | BTIG, LLC BTIG, LLC 401(K) PLAN | SAN FRANCISCO CA | 585 | $142.2M | $856K |
| 3 | NIJC, NFP NIJC, NFP 401(K) PLAN |
| 172 |
| $5.8M |
| $114K |
| 4 | HEARTLAND ALLIANCE HEALTH HEARTLAND ALLIANCE HEALTH 401(K) SAVINGS PLAN | CHICAGO IL | 116 | $6.8M | $27K |
