Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Retirement 2025 Fund Pooled separate account in their Schedule of Assets, totaling $1.0M 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 | LY BROTHERS CORPORATION SUGAR BOWL BAKERY 401(K) PLAN | HAYWARD CA | 462 | $15.0M | $637K |
| 2 | PETRA INCORPORATED PETRA INCORPORATED 401(K) P/S PLAN | MERIDIAN ID | 121 | $4.4M | $232K |
| 3 | PALO ALTO VETERANS INSTITUTE FOR RESEARCH PAVIR RETIREMENT PLAN |
PALO ALTO CA |
| 181 |
| $40.2M |
| $125K |
| 4 | PEGASUS SUPPORT SERVICES, LLC PEGASUS SUPPORT SERVICES, LLC 401(K) PLAN | WOODSTOCK GA | 279 | $9.7M | $24K |
| 5 | BUFFALO LAND ABSTRACT COMPANY, INC. BUFFALO LAND RETIREMENT PLAN | TULSA OK | 159 | $8.9M | $9K |
