Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding T.Rowe Price Retirement 2005 " in their Schedule of Assets, totaling $17.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | US ONCOLOGY CORPORATE, INC. THE US ONCOLOGY CLINICAL PRACTICE 401K PLAN | THE WOODLANDS TX | 6,388 | $1.3B | $3.2M |
| 2 | ROPER ST. FRANCIS HEALTHCARE ROPER ST. FRANCIS HEALTHCARE 403(B) PLAN | CHARLESTON SC | 6,783 | $664.5M | $2.9M |
| 3 | ADIDAS AMERICA, INC. ADIDAS 401(K) SAVINGS AND RETIREMENT PLAN |
PORTLAND OR |
| 6,427 |
| $956.2M |
| $1.6M |
| 4 | PACWEST BANCORP PACWEST BANCORP 401(K) PLAN | BREA CA | 2,409 | $231.3M | $1.2M |
| 5 | SSAB ENTERPRISES LLC SSAB ENTERPRISES, LLC RETIREMENT SAVINGS AND PROFIT SHARING PLAN | MOBILE AL | 1,549 | $541.3M | $996K |
| 6 | US ONCOLOGY CORPORATE, INC. US ONCOLOGY, INC. 401(K) PLAN | THE WOODLANDS TX | 8,107 | $357.5M | $979K |
| 7 | TFORCE HOLDINGS USA, INC. TFORCE HOLDINGS USA, INC. 401(K) PLAN | DALLAS TX | 5,574 | $276.4M | $892K |
| 8 | CASSIA CASSIA 403(B) RETIREMENT PLAN | EDINA MN | 4,852 | $128.2M | $692K |
| 9 | SOUTHSIDE CHRISTIAN SCHOOL SOUTHSIDE CHRISTIAN SCHOOL 401(K) RETIREMENT PLAN | SIMPSONVILLE SC | 276 | $12.9M | $623K |
| 10 | A. DUDA & SONS, INC. A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN | OVIEDO FL | 1,144 | $128.7M | $447K |
