Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Retirement 2005 Fund Registered investment company in their Schedule of Assets, totaling $3.8M 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 | FOUNDATION HEALTH PARTNERS FOUNDATION HEALTH PARTNERS 401(K) PLAN | FAIRBANKS AK | 1,911 | $211.9M | $2.2M |
| 2 | HAWAIIUSA FEDERAL CREDIT UNION HAWAIIUSA FCU RETIREMENT PLAN | HONOLULU HI | 368 | $62.5M | $724K |
| 3 | SAGENET LLC SAGENET 401(K) PLAN |
TULSA OK |
| 447 |
| $69.4M |
| $391K |
| 4 | OREGON RESEARCH INSTITUTE OREGON RESEARCH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | SPRINGFIELD OR | 99 | $41.4M | $267K |
| 5 | MASCOMA BANK MASCOMA BANK 401(K) PROFIT SHARING PLAN | LEBANON NH | 387 | $76.2M | $154K |
| 6 | ST. JOHN FISHER UNIVERSITY ST. JOHN FISHER UNIVERSITY RETIREMENT PLAN | ROCHESTER NY | 1,222 | $197.7M | $118K |
| 7 | HARBISONWALKER INTERNATIONAL, INC. HARBISONWALKER INTERNATIONAL 401(K) SAVINGS PLAN | PITTSBURGH PA | 419 | $38.7M | $7K |
| 8 | APPLIED AEROSPACE STRUCTURES CORP. APPLIED AEROSPACE 401(K) SAVINGS PLAN | STOCKTON CA | 519 | $59.0M | $3K |
