Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding T. Rowe Price Retirement 2025 I Mutual fund - in their Schedule of Assets, totaling $28.6M 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 | MASSACHUSETTS AUDUBON SOCIETY, INC. MASSACHUSETTS AUDUBON SOCIETY 403(B) RETIREMENT SAVINGS PLAN | LINCOLN MA | 639 | $55.1M | $4.2M |
| 2 | FRANKLIN CORPORATION FRANKLIN CORPORATION 401(K) PLAN | HOUSTON MS | 690 | $12.6M | $4.0M |
| 3 | CONN-SELMER, INC. CONN-SELMER 401(K) & PROFIT SHARING PLAN |
ELKHART IN |
| 590 |
| $43.3M |
| $3.6M |
| 4 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $2.9M |
| 5 | NEXUS MANAGEMENT, LLC NEXUS/SHERWOOD RETIREMENT PLAN | LAWRENCEVILLE NJ | 174 | $16.8M | $2.3M |
| 6 | BOSWELL ENGINEERING, INC. BOSWELL ENGINEERING 401(K) PLAN | SOUTH HACKENSACK NJ | 251 | $53.9M | $2.2M |
| 7 | PDG, P.A. PARK DENTAL/THE DENTAL SPECIALISTS 401(K) PLAN | ROSEVILLE MN | 1,238 | $137.6M | $2.1M |
| 8 | CALIFORNIA ASSOCIATION OF REALTORS CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN | LOS ANGELES CA | 134 | $67.5M | $1.7M |
| 9 | HUDSON VALLEY HOSPICE SECTION 403(B) RETIREMENT PLAN FOR HUDSON VALLEY HOSPICE | POUGHKEEPSIE NY | 376 | $12.7M | $1.5M |
| 10 | FISCHER MANAGEMENT, LLC FISCHER HOMES 401(K) PROFIT PLUS PLAN AND TRUST | ERLANGER KY | 869 | $94.7M | $828K |
