Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding T. Rowe Price Ret 2065 Inv T. Rowe Price 0 in their Schedule of Assets, totaling $4.6M 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 | RUDD EQUIPMENT COMPANY, INC. RUDD EQUIPMENT CO INC RESTATED EMPLOYEES PROFIT SHARING PLAN AND TRUST | LOUISVILLE KY | 267 | $62.3M | $3.7M |
| 2 | RELIABLE ROBOTICS CORPORATION RELIABLE ROBOTICS CORPORATION 401(K) PLAN | MOUNTAIN VIEW CA | 128 | $10.7M | $418K |
| 3 | THE LISINSKI LAW FIRM |
POWELL OH |
| 255 |
| $2.7M |
| $273K |
| 4 | 4C2 ELECTRICAL ASSOCIATES, LLC 4C2 ELECTRICAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | IRVING TX | 109 | $4.0M | $165K |
| 5 | SMITH INDUSTRIES, INC. JOSEPH SMITH & SONS, INC. 401(K) PS PLAN | CAPITOL HEIGHTS MD | 484 | $6.2M | $33K |
| 6 | EXECUTIVE CABINETRY, LLC EXECUTIVE CABINETRY, LLC 401(K) P/S PLAN | SIMPSONVILLE SC | 422 | $5.4M | $24K |
| 7 | COSMOS CLUB COSMOS CLUB 401(K) RETIREMENT PLAN | WASHINGTON DC | 152 | $15.4M | $23K |
| 8 | PHILADELPHIA LEGAL ASSISTANCE PHILADELPHIA LEGAL ASSISTANCE 403(B) PLAN | PHILADELPHIA PA | 97 | $7.6M | $19K |
| 9 | ERS PARENT, LLC ERS PARENT 401(K) PLAN | BROUSSARD LA | 949 | $7.4M | $16K |
