Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price Retirement 2005 Fund Mutual Fund N/A in their Schedule of Assets, totaling $409K 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 | WINONA HEALTH SERVICES WINONA HEALTH EMPLOYEES' RETIREMENT PLAN | WINONA MN | 937 | $96.7M | $215K |
| 2 | HOLIEN, INC. DBA ANZA, INCORPORATED ANZA 401K RETIREMENT SAVINGS PLAN | WATERTOWN SD | 362 | $14.0M | $194K |
