Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Retirement 2005 Fund Collective trust in their Schedule of Assets, totaling $3.3M 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 | BLUE CROSS BLUE SHIELD OF ALABAMA BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN | BIRMINGHAM AL | 4,358 | $880.4M | $3.1M |
| 2 | ALYESKA PIPELINE SERVICE COMPANY ALYESKA PIPELINE SERVICE COMPANY SAVINGS AND INVESTMENT PLAN FOR OPERATING COMPANY EMPLOYEES | ANCHORAGE AK | 729 | $405.0M | $191K |
| 3 | COUCHBASE, INC. |
SAN JOSE CA |
| 345 |
| $59.2M |
| $3K |
