Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding T.Rowe Price Retirement 2005 Fund in their Schedule of Assets, totaling $17.3M 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 | STV GROUP, INC. STV RETIREMENT PLAN | DOUGLASSVILLE PA | 3,360 | $929.6M | $4.1M |
| 2 | UES, INC. UES, INC. 401(K) PLAN | DAYTON OH | 289 | $36.4M | $4.1M |
| 3 | KUEHNE & NAGEL INC. KUEHNE & NAGEL 401(K) PLAN | JERSEY CITY NJ | 6,805 |
| $507.7M |
| $2.4M |
| 4 | TAE TECHNOLOGIES, INC. TAE TECHNOLOGIES, INC. 401(K) PLAN | FOOTHILL RANCH CA | 310 | $68.0M | $2.1M |
| 5 | SUBURBAN PROPANE L.P. SUBURBAN PROPANE RETIREMENT SAVINGS AND INVESTMENT PLAN | WHIPPANY NJ | 3,361 | $254.0M | $1.7M |
| 6 | ALVAREZ & MARSAL HOLDINGS, LLC ALVAREZ & MARSAL HOLDINGS, LLC 401(K) AND RETIREMENT PLAN | NEW YORK NY | 4,783 | $1.1B | $1.3M |
| 7 | ENVIRI CORPORATION ENVIRI CORPORATION SAVINGS PLAN | CAMP HILL PA | 1,995 | $82.5M | $405K |
| 8 | BRIDGEWAY BENEFIT TECHNOLOGIES, LLC BRIDGEWAY BENEFIT TECHNOLOGIES, LLC 401(K) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 358 | $77.9M | $320K |
| 9 | ENVIRI CORPORATION ENVIRI RETIREMENT SAVINGS AND INVESTMENT PLAN | CAMP HILL PA | 1,898 | $245.9M | $256K |
| 10 | CHESMAR HOMES LLC CHESMAR HOMES LLC 401(K) PLAN | THE WOODLANDS TX | 598 | $66.5M | $205K |
