Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Retirement 2005 Inv Mutual Fund in their Schedule of Assets, totaling $213K 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 | THE NORFOLK COMPANIES, INC. NORFOLK COMPANIES 401(K) PLAN | BRAINTREE MA | 199 | $12.8M | $132K |
| 2 | FIKES WHOLESALE INC. THE FIKES COMPANIES PROFIT SHARING PLAN & TRUST | TEMPLE TX | 680 | $10.4M | $52K |
| 3 | CHANNELL COMMERCIAL CORPORATION CHANNELL COMMERCIAL CORPORATION 401(K) PLAN |
ROCKWALL TX |
| 523 |
| $17.3M |
| $17K |
| 4 | ALOGENT HOLDINGS, INC. ALOGENT 401(K) PLAN | PEACHTREE CORNERS GA | 207 | $26.1M | $13K |
