Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding t. rowe price retirement 2025 I in their Schedule of Assets, totaling $53.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA UMA SUPPLEMENTAL 403(B) PLAN | CHARLESTON SC | 3,064 | $157.6M | $7.9M |
| 2 | AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN | FISHERSVILLE VA | 2,826 | $115.8M | $7.5M |
| 3 | STUDENT TRANSPORTATION OF AMERICA, INC. |
WALL NJ |
| 12,565 |
| $48.1M |
| $5.3M |
| 4 | COMPASS HEALTH, INC. COMPASS HEALTH, INC. 401(K) PLAN | CLINTON MO | 5,000 | $211.5M | $4.8M |
| 5 | NATHAN LITTAUER HOSPITAL ASSOCIATION NATHAN LITTAUER HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY PLAN | GLOVERSVILLE NY | 1,182 | $78.9M | $3.1M |
| 6 | BAY PATH UNIVERSITY BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN | LONGMEADOW MA | 1,117 | $67.3M | $2.4M |
| 7 | GAINSCO, INC. GAINSCO, INC. 401(K) PLAN | RICHARDSON TX | 614 | $33.3M | $2.4M |
| 8 | PETROCHOICE HOLDINGS, INC. PETROCHOICE HOLDINGS, INC. 401(K) PLAN | KING OF PRUSSIA PA | 593 | $44.4M | $2.2M |
| 9 | NIAGARA FALLS MEMORIAL MEDICAL CENTER NIAGARA FALLS MEMORIAL MEDICAL CENTER SPONSORED 403(B) PLAN | NIAGARA FALLS NY | 1,126 | $31.4M | $2.0M |
| 10 | MANHARD CONSULTING, LTD. MANHARD CONSULTING, LTD. CASH OR DEFERRED PROFIT SHARING PLAN | LINCOLNSHIRE IL | 328 | $36.0M | $1.9M |
