Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T.Rowe Price Retirement 2025 Fund K in their Schedule of Assets, totaling $6.2M 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 | UNIVERSAL WEATHER AND AVIATION, LLC UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN | HOUSTON TX | 994 | $108.5M | $5.5M |
| 2 | THE ORVIS COMPANY, INC. THE ORVIS COMPANY 401(K) PLAN | SUNDERLAND VT | 1,728 | $104.7M | $646K |
