Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Retirement 2025 Fund Mutual funds in their Schedule of Assets, totaling $14.2M 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 | CARESTREAM DENTAL LLC CARESTREAM DENTAL RETIREMENT SAVINGS PLAN | ATLANTA GA | 377 | $103.6M | $7.5M |
| 2 | OGDEN CAP PROPERTIES, LLC OGDEN CAP PROPERTIES, LLC 401(K) PLAN | NEW YORK NY | 223 | $35.8M | $2.5M |
| 3 | I-C FEDERAL CREDIT UNION I-C FEDERAL CREDIT UNION PROFIT SHARING & 401(K) PLAN |
FITCHBURG MA |
| 120 |
| $16.2M |
| $1.7M |
| 4 | AGESPAN, INC. AGESPAN, INC. TAX SHELTERED ANNUITY | LAWRENCE MA | 543 | $33.5M | $1.5M |
| 5 | PATRIOT SOFTWARE COMPANY FOXHIRE / PATRIOT SOFTWARE 401(K) PLAN | CANTON OH | 414 | $17.2M | $482K |
| 6 | KOVACH ENCLOSURE SYSTEMS, LLC KOVACH ENCLOSURE SYSTEMS, LLC 401(K) | CHANDLER AZ | 191 | $14.4M | $337K |
| 7 | TORRENT PHARMA INC TPI DEFINED CONTRIBUTION PLAN | BASKING RIDGE NJ | 30 | $7.6M | $226K |
| 8 | ABSOLUTE SECURITY INTERNATIONAL, INC. ABSOLUTE SECURITY INTERNATIONAL 401(K) PLAN | EL MONTE CA | 256 | $447K | $22K |
