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 2025 Fund Registered Investment Company in their Schedule of Assets, totaling $6.7M 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 | BERKSHIRE SCHOOL, INC. TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BERKSHIRE SCHOOL | SHEFFIELD MA | 179 | $65.9M | $3.1M |
| 2 | ST. LAWRENCE UNIVERSITY ST. LAWRENCE UNIVERSITY 403(B) RETIREMENT PLAN | CANTON NY | 707 | $345.6M | $1.9M |
| 3 | CALIFORNIA ACADEMY OF SCIENCES |
SAN FRANCISCO CA |
| 611 |
| $94.7M |
| $1.8M |
