Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding T. Rowe Price Retirement 2025 I Fund " in their Schedule of Assets, totaling $9.8M 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 | HEADCO INDUSTRIES, INC. HEADCO INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN | BROADVIEW IL | 237 | $18.5M | $2.3M |
| 2 | AT HOME STORES LLC AT HOME 401(K) SAVINGS PLAN | COPPELL TX | 5,371 | $54.5M | $1.9M |
| 3 | NIEBAUM-COPPOLA ESTATE WINERY, LP THE COPPOLA COMPANIES RETIREMENT SAVINGS PLAN |
RUTHERFORD CA |
| 174 |
| $39.1M |
| $1.7M |
| 4 | CHERVON NORTH AMERICA, INC. CHERVON NORTH AMERICA, INC. 401(K) PLAN | NAPERVILLE IL | 238 | $27.7M | $1.1M |
| 5 | GUERNSEY HEALTH SYSTEMS GUERNSEY HEALTH SYSTEMS 403(B) SAVINGS PLAN | CAMBRIDGE OH | 685 | $29.6M | $986K |
| 6 | ASSURITY LIFE INSURANCE COMPANY ASSURITY LIFE INSURANCE COMPANY 401(K) PLAN | LINCOLN NE | 389 | $107.0M | $849K |
| 7 | WHITE DRIVE MOTORS AND STEERING, LLC WHITE 401(K) PLAN | HOPKINSVILLE KY | 178 | $12.3M | $587K |
| 8 | FIRST REALTY MANAGEMENT CORP. FIRST REALTY MANAGEMENT CORP. 401(K) PLAN | BOSTON MA | 216 | $24.4M | $269K |
| 9 | EMO TRANS, INC. 401(K) SAVINGS AND RETIREMENT PLAN FOR EMO TRANS EMPLOYEES | GARDEN CITY NY | 385 | $41.2M | $86K |
