Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding T. Rowe Price Retirement 2005 I # in their Schedule of Assets, totaling $1.8M 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 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA UMA SUPPLEMENTAL 403(B) PLAN | CHARLESTON SC | 3,064 | $157.6M | $978K |
| 2 | STUDENT TRANSPORTATION OF AMERICA, INC. STUDENT TRANSPORTATION OF AMERICA, INC. 401K SAVINGS PLAN | WALL NJ | 12,565 | $48.1M | $246K |
| 3 | GARDINER & THEOBALD INC. |
NEW YORK NY |
| 254 |
| $22.7M |
| $199K |
| 4 | BAY PATH UNIVERSITY BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN | LONGMEADOW MA | 1,117 | $67.3M | $136K |
| 5 | TL NEXLEVEL, LLC TL NEXLEVEL 401(K) PLAN | MAPLE LAKE MN | 799 | $35.1M | $47K |
| 6 | PEOPLE, INC. PEOPLE, INC. 401(K) PROFIT SHARING PLAN | WILLIAMSVILLE NY | 4,105 | $60.8M | $39K |
| 7 | WORLD ECONOMIC FORUM LLC WORLD ECONOMIC FORUM LLC 401(K) PLAN | NEW YORK NY | 129 | $49.3M | $28K |
| 8 | ANGUS BARN, LTD, LLC ANGUS BARN 401(K) PROFIT SHARING PLAN | RALEIGH NC | 254 | $16.0M | $19K |
| 9 | ENGINEERED PLASTIC SERVICES, LLC ENGINEERED PLASTIC SERVICES, LLC 401(K) PLAN | MATTAWAN MI | 130 | $14.1M | $17K |
| 10 | MANHARD CONSULTING, LTD. MANHARD CONSULTING, LTD. CASH OR DEFERRED PROFIT SHARING PLAN | LINCOLNSHIRE IL | 328 | $36.0M | $15K |
