Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding T. Rowe Price Retirement 2025 I Class Mutual fund in their Schedule of Assets, totaling $11.2M 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 | CEE KAY SUPPLY, INC CEE KAY SUPPLY, INC. PROFIT SHARING PLAN | ST. LOUIS MO | 145 | $19.8M | $3.0M |
| 2 | UVC MANAGEMENT, LLC DBA UNITED VEIN & VASCULAR CENTERS UNITED VEIN & VASCULAR CENTERS 401(K) PLAN | TAMPA FL | 511 | $7.5M | $2.4M |
| 3 | TRI-GAS & OIL CO. INC. |
FEDERALSBURG MD |
| 266 |
| $10.8M |
| $1.7M |
| 4 | VASKO ELECTRIC, INC. VASKO ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 97 | $20.4M | $1.2M |
| 5 | PERRY PROTECH PERRY PROTECH EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN | LIMA OH | 224 | $121.9M | $776K |
| 6 | ORBITAL ENGINEERING, INC. ORBITAL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 594 | $36.5M | $593K |
| 7 | RFMBG LINCOLNSHIRE LLC RFMBG LINCOLNSHIRE LLC 401K PLAN | MT PROSPECT IL | 201 | $3.9M | $526K |
| 8 | AMERICAN OPTOMETRIC ASSOCIATION AOA 401(K) PLAN | ST. LOUIS MO | 75 | $16.6M | $380K |
| 9 | GERITOM MED INC. GERITOM MED INC. 401(K) PLAN AND TRUST | BLOOMINGTON MN | 103 | $7.0M | $220K |
| 10 | STEWART'S SLEEP CENTER, INC MATTER BROTHERS FURNITURE 401(K) PLAN | TARPON SPRINGS FL | 218 | $4.8M | $216K |
