Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 205 U.S. retirement plans report holding T.Rowe Price Retirement 2025 Fund " in their Schedule of Assets, totaling $881.1M 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 | TRIHEALTH, INC. TRIHEALTH 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 12,897 | $1.4B | $104.0M |
| 2 | ORLANDO HEALTH, INC. ORLANDO HEALTH RETIREMENT SAVINGS PLAN 403B | ORLANDO FL | 39,761 | $1.9B | $77.0M |
| 3 | ALBANY MED HEALTH SYSTEM ALBANY MEDICAL CENTER 403(B) PLAN |
ALBANY NY |
| 9,290 |
| $599.4M |
| $43.3M |
| 4 | DATASCOPE CORP. GETINGE GROUP 401(K) RETIREMENT PLAN | WAYNE NJ | 2,602 | $642.8M | $38.6M |
| 5 | UNIVERSAL SERVICES OF AMERICA, LP ALLIED UNIVERSAL 401(K) PLAN | IRVINE CA | 226,026 | $681.5M | $31.3M |
| 6 | ORLANDO HEALTH, INC. ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A | ORLANDO FL | 10,132 | $458.0M | $29.2M |
| 7 | AKERMAN LLP AKERMAN LLP 401(K) PROFIT SHARING PLAN | ORLANDO FL | 1,368 | $452.3M | $28.9M |
| 8 | NEC CORPORATION OF AMERICA NEC CORPORATION OF AMERICA RETIREMENT PLAN | IRVING TX | 566 | $468.7M | $25.6M |
| 9 | RHODE ISLAND MEDICAL IMAGING, INC. RHODE ISLAND MEDICAL IMAGING, INC. PROFIT SHARING PLAN | WARWICK RI | 556 | $173.7M | $23.7M |
| 10 | CSX CORPORATION CSX CORPORATION 401(K) PLAN | JACKSONVILLE FL | 3,385 | $1.5B | $21.3M |
