Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Retirement 2005 Fund I in their Schedule of Assets, totaling $447K 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 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $218K |
| 2 | PACERS BASKETBALL, LLC PACERS BASKETBALL, LLC RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,186 | $59.0M | $155K |
| 3 | SOUTHEASTERN REGIONAL MEDICAL CENTER |
LUMBERTON NC |
| 2,139 |
| $127.0M |
| $47K |
| 4 | ADENA HEALTH SYSTEM THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN | CHILLICOTHE OH | 2,414 | $106.8M | $18K |
| 5 | LAKE TRUST CREDIT UNION LAKE TRUST CREDIT UNION 401(K) PLAN | BRIGHTON MI | 499 | $53.0M | $6K |
| 6 | SHAKE SHACK ENTERPRISES, LLC SHAKE SHACK RETIREMENT PLAN | NEW YORK NY | 6,120 | $45.5M | $3K |
