Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T.Rowe Price Retirement 2025 Fund R in their Schedule of Assets, totaling $2.3M 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 | OUR WORLD NEIGHBORHOOD CHARTER SCHOOL OUR WORLD NEIGHBORHOOD CHARTER SCHOOL 401(K) PLAN | ASTORIA NY | 184 | $14.9M | $1.5M |
| 2 | EXODUS GLOBAL, LLC EXODUS GLOBAL, LLC 401(K) PLAN | SUPERIOR WI | 137 | $6.8M | $397K |
| 3 | PREMIER MEDICAL GROUP PREMIER MEDICAL GROUP PROFIT SHARING PLAN |
POUGHKEEPSIE NY |
| 86 |
| $26.4M |
| $318K |
| 4 | THIRD SECURITY, LLC THIRD SECURITY, LLC 401(K) PLAN | RADFORD VA | 131 | $18.5M | $58K |
