Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Retirement 2005 Fund Common/collective trust fund in their Schedule of Assets, totaling $530K 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 | SHEET METAL WORKERS UNIONS LOCAL 24 SHEET METAL WORKERS LOCAL 24 CINCINNATI AREA RETIREMENT PLAN AND TRUST | CINCINNATI OH | 436 | $60.7M | $225K |
| 2 | MIPS HOLDING, INC. MIPS 401(K) PLAN | SANTA CLARA CA | 119 | $43.6M | $170K |
| 3 | OCEAN NETWORK EXPRESS (NORTH AMERICA) INC. |
RICHMOND VA |
| 873 |
| $156.9M |
| $116K |
| 4 | BERKELEY COLLEGE BERKELEY COLLEGE RETIREMENT PLAN | WOODLAND PARK NJ | 469 | $108.1M | $18K |
