Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T Rowe Price Retire 2005 I Mutual Fund in their Schedule of Assets, totaling $163K 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 | HEARTLAND ALLIANCE HEALTH HEARTLAND ALLIANCE HEALTH 401(K) SAVINGS PLAN | CHICAGO IL | 116 | $6.8M | $113K |
| 2 | BTIG, LLC BTIG, LLC 401(K) PLAN | SAN FRANCISCO CA | 585 | $142.2M | $38K |
| 3 | APPLUS APPLUS EMPLOYEE 401(K) RETIREMENT PLAN |
| 289 |
| $12.5M |
| $12K |
