Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding T. Rowe Price Retirement 2025 Mutual fund n/a $ in their Schedule of Assets, totaling $18.3M 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 | DEVCON CONSTRUCTION INCORPORATED DEVCON CONSTRUCTION, INC. 401(K) RETIREMENT PLAN | MILPITAS CA | 327 | $144.1M | $6.9M |
| 2 | WHITE MOUNTAIN BEVERAGE, LLC WHITE MOUNTAIN BEVERAGE, LLC SAVINGS AND PROFIT SHARING PLAN | RENTON WA | 180 | $27.3M | $4.3M |
| 3 | UNITED HERITAGE FINANCIAL GROUP |
MERIDIAN ID |
| 132 |
| $39.5M |
| $2.3M |
| 4 | CREDIT.COM HOLDINGS, LLC CREDIT.COM HOLDINGS, LLC 401K PLAN | SALT LAKE CITY UT | 179 | $28.4M | $1.4M |
| 5 | PGX HOLDINGS, INC. PROGREXION HOLDINGS, INC. 401(K) PLAN | SALT LAKE CITY UT | 224 | $28.3M | $1.4M |
| 6 | DAN CALLAGHAN ENTERPRISES, INC. DAN CALLAGHAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BRADENTON FL | 120 | $5.5M | $1.0M |
| 7 | WOLFE PLUMBING, INC. WOLFE COMPANIES 401(K) SAVINGS PLAN | EVERETT WA | 123 | $8.0M | $306K |
| 8 | SUMMIT AUTOMOTIVE PARTNERS SUMMIT AUTOMOTIVE PARTNERS RETIREMENT SAVINGS PLAN | CENTENNIAL CO | 770 | $37.7M | $224K |
| 9 | TOASTMASTERS INTERNATIONAL, INC. TOASTMASTERS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | ENGLEWOOD CO | 123 | $17.7M | $180K |
| 10 | JOHN C. HEATH, ATTORNEY AT LAW, PLLC LEXINGTON LAW FIRM 401(K) PLAN | SALT LAKE CITY UT | 56 | $3.3M | $66K |
