Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T ROWE PRICE RET 2065 I Registered Investment Company in their Schedule of Assets, totaling $83K 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 | VAN NESS FELDMAN, LLP VAN NESS FELDMAN EMPLOYEES' RETIREMENT PLAN | WASHINGTON DC | 143 | $85.3M | $58K |
| 2 | GRADIENT FINANCIAL GROUP LLC GRADIENT FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | ARDEN HILLS MN | 312 | $20.5M | $25K |
