Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding T. Rowe Price Retirement 2025 Inv Mutual fund in their Schedule of Assets, totaling $24.4M 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 | OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 280 | $67.1M | $5.0M |
| 2 | AER LINGUS LIMITED AER LINGUS 401(K) PLAN | JERICHO NY | 76 | $25.6M | $3.0M |
| 3 | CORPORATE MAILINGS INC CORPORATE MAILINGS INC. 401(K) PROFIT SHARING PLAN |
WEST CALDWELL NJ |
| 224 |
| $14.0M |
| $2.0M |
| 4 | CHANNELL COMMERCIAL CORPORATION CHANNELL COMMERCIAL CORPORATION 401(K) PLAN | ROCKWALL TX | 523 | $17.3M | $1.6M |
| 5 | FIKES WHOLESALE INC. THE FIKES COMPANIES PROFIT SHARING PLAN & TRUST | TEMPLE TX | 680 | $10.4M | $1.5M |
| 6 | MOSAIC TECHNOLOGIES GROUP MOSAIC TECHNOLOGIES GROUP 401(K) PLAN | FULTON MD | 0 | $10.2M | $1.3M |
| 7 | APPLIED CONTROL ENGINEERING INC APPLIED CONTROL ENGINEERING INC. 401(K) RETIREMENT PLAN | NEWARK DE | 199 | $35.4M | $1.3M |
| 8 | TANGENT TECHNOLOGIES, LLC TANGENT TECHNOLOGIES, LLC 401(K) PLAN | AURORA IL | 438 | $10.3M | $1.3M |
| 9 | THE NORFOLK COMPANIES, INC. NORFOLK COMPANIES 401(K) PLAN | BRAINTREE MA | 199 | $12.8M | $1.1M |
| 10 | SHARP TRANSIT, LLC SHARP TRANSIT, LLC EMPLOYEES 401(K) RETIREMENT PLAN | SALISBURY NC | 599 | $7.3M | $995K |
