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 2025 Class I Mutual fund in their Schedule of Assets, totaling $10.3M 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 | SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION LAKE CHARLES MEMORIAL HEALTH SYSTEM 403(B) PLAN | LAKE CHARLES LA | 2,772 | $109.9M | $6.9M |
| 2 | SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION LAKE CHARLES MEMORIAL HEALTH SYSTEM RETIREMENT PLAN | LAKE CHARLES LA | 2,109 | $51.7M | $3.0M |
| 3 | BRIGHTON CENTER, INC. |
NEWPORT KY |
| 156 |
| $7.5M |
| $417K |
