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 I Mutual Fund in their Schedule of Assets, totaling $3.5M 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 | STOROPACK, INC. STOROPACK, INC. 401(K) SAVINGS PLAN | CINCINNATI OH | 428 | $39.9M | $3.0M |
| 2 | PASSERO ASSOCIATES, DPC PASSERO ASSOCIATES, P.C. MUTUAL SAVINGS PLAN | ROCHESTER NY | 173 | $19.4M | $270K |
| 3 | ANKROM MOISAN ARCHITECTS INC ANKROM MOISAN ARCHITECTS 401(K) PLAN |
PORTLAND OR |
| 146 |
| $28.2M |
| $257K |
