Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding T.Rowe Price Retirement 2025 Fund I Class in their Schedule of Assets, totaling $36.8M 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 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM CONSOLIDATED 403(B) PLAN | CHICAGO IL | 3,903 | $165.2M | $10.8M |
| 2 | HAMPDEN-SYDNEY COLLEGE HAMPDEN-SYDNEY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HAMPDEN SYDNEY VA | 425 | $117.6M | $3.6M |
| 3 | SINAI HEALTH SYSTEM SINAI HEALTH SYSTEM RETIREMENT PLAN |
CHICAGO IL |
| 1,835 |
| $37.1M |
| $3.3M |
| 4 | SYRACUSE ORTHOPEDIC SPECIALISTS, PC SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. RETIREMENT INCENTIVE SAVINGS PLAN | SYRACUSE NY | 752 | $106.8M | $3.2M |
| 5 | WOOD RODGERS, INC WOOD RODGERS 401(K) PLAN | SACRAMENTO CA | 331 | $69.9M | $2.6M |
| 6 | TELESTREAM, LLC TELESTREAM 401(K) EMPLOYEE SAVINGS PLAN | NEVADA CITY CA | 237 | $58.7M | $2.1M |
| 7 | ENERIC PETROLEUM CORPORATION CAMBRIDGE INVESTMENT GROUP RETIREMENT PLAN | FAIRFIELD IA | 924 | $81.7M | $1.8M |
| 8 | THE BRIDGESPAN GROUP THE BRIDGESPAN GROUP 401(K) PLAN | BOSTON MA | 369 | $88.8M | $1.6M |
| 9 | SHK MANAGEMENT, INC. KORMAN COMMUNITIES 401(K) PLAN | PLYMOUTH MEETING PA | 1,233 | $49.3M | $1.6M |
| 10 | P. KAUFMANN, INC. P. KAUFMANN EMPLOYEES' 401(K) PROFIT-SHARING TRUST | NEW YORK NY | 149 | $76.1M | $1.3M |
