Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding T. Rowe Price Retirement 2005 Fund ‐ I Class in their Schedule of Assets, totaling $3.7M 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 | SYRACUSE ORTHOPEDIC SPECIALISTS, PC SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. RETIREMENT INCENTIVE SAVINGS PLAN | SYRACUSE NY | 752 | $106.8M | $2.5M |
| 2 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM CONSOLIDATED 403(B) PLAN | CHICAGO IL | 3,903 | $165.2M | $618K |
| 3 | ENERIC PETROLEUM CORPORATION |
FAIRFIELD IA |
| 924 |
| $81.7M |
| $294K |
| 4 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM RETIREMENT PLAN | CHICAGO IL | 1,835 | $37.1M | $71K |
| 5 | P. KAUFMANN, INC. P. KAUFMANN EMPLOYEES' 401(K) PROFIT-SHARING TRUST | NEW YORK NY | 149 | $76.1M | $61K |
| 6 | SHK MANAGEMENT, INC. KORMAN COMMUNITIES 401(K) PLAN | PLYMOUTH MEETING PA | 1,233 | $49.3M | $53K |
| 7 | EARNHEART OIL INC EARNHEART OIL INC 401(K) PROFIT SHARING PLAN & TRUST | MARSHALL OK | 141 | $3.0M | $49K |
| 8 | LEWIS BROTHERS BAKERIES, INC. LEWIS BROTHERS BAKERIES, INC. SAVINGS PLAN | EVANSVILLE IN | 1,214 | $28.7M | $6K |
| 9 | IGM BIOSCIENCES, INC. IGM BIOSCIENCES, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 149 | $19.9M | $2K |
| 10 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM UNION RETIREMENT PLAN | CHICAGO IL | 268 | $859K | $2K |
