Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Retirement 2005 N/R in their Schedule of Assets, totaling $1.9M 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 | TOTAL ADMINISTRATIVE SERVICES CORPORATION TASC 401(K) PLAN | MADISON WI | 687 | $72.5M | $1.8M |
| 2 | FIRST CITIZENS COMMUNITY BANK FIRST CITIZENS COMMUNITY BANK PROFIT SHARING PLAN | MANSFIELD PA | 407 | $43.0M | $48K |
| 3 | BURROUGHS, INC. BURROUGHS 401(K) PLAN |
FARMINGTON HILLS MI |
| 575 |
| $42.8M |
| $46K |
