Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T. Rowe Price Retirement 2025 Fund I Mutual fund in their Schedule of Assets, totaling $81.1M 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 | FLORIDA HEALTH SCIENCES CENTER, INC. FLORIDA HEALTH SCIENCES CENTER 403(B) SAVINGS PLAN | TAMPA FL | 11,892 | $768.3M | $27.5M |
| 2 | BLAIN SUPPLY, INC. BLAIN SUPPLY AND FARM & FLEET PROFIT SHARING 401K PLAN | JANESVILLE WI | 3,371 | $209.5M | $22.3M |
| 3 | TOPCON AMERICA CORPORATION |
OAKLAND NJ |
| 1,186 |
| $206.3M |
| $17.9M |
| 4 | J.F. AHERN CO. J.F. AHERN CO. PROFIT SHARING AND 401(K) PLAN | FOND DU LAC WI | 738 | $120.3M | $3.8M |
| 5 | GREENPOINT TECHNOLOGIES, INC. GREENPOINT TECHNOLOGIES, INC. 401(K) PLAN | BOTHELL WA | 420 | $33.2M | $3.1M |
| 6 | ELITE COMFORT SOLUTIONS, LLC ELITE COMFORT SOLUTIONS 401(K) PLAN | CARTHAGE MO | 1,067 | $22.0M | $2.3M |
| 7 | THE BERLIN STEEL CONSTRUCTION COMPANY THE BERLIN STEEL CONSTRUCTION COMPANY EMPLOYEES' SAVINGS PLAN | KENSINGTON CT | 178 | $19.6M | $2.0M |
| 8 | PROSPECT MOLD AND DIE COMPANY PROSPECT MOLD AND DIE COMPANY THRIFT INCENTIVE PLAN | CUYAHOGA FALLS OH | 125 | $12.9M | $833K |
| 9 | ART'S RENTAL EQUIPMENT, INC. ART'S RENTAL EQUIPMENT, INC. 401(K) RETIREMENT SAVINGS PLAN & TRUST | NEWPORT KY | 185 | $31.9M | $420K |
| 10 | SAXTON & STUMP, LLC SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN | LANCASTER PA | 155 | $21.5M | $390K |
