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 in their Schedule of Assets, totaling $18.2M 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 | TELECARE CORP. TELECARE CORPORATION - RETIREMENT PLAN FOR LA CASA EMPLOYEES REPRESENTED BY SEIU-UHW UNITED HEALTHCARE WORKERS WEST | ALAMEDA CA | 138 | $4.3M | $6.0M |
| 2 | SERVICE ELECTRIC CABLEVISION, INC. SERVICE ELECTRIC CABLEVISION, INC. SAVINGS PLAN | ALLENTOWN PA | 128 | $24.9M | $4.2M |
| 3 | MILLWORK HOLDINGS CO., INC. |
NEW YORK NY |
| 496 |
| $62.3M |
| $3.7M |
| 4 | U.M. FDSP ASSOCIATES, P.A. U.M. FDSP ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 201 | $9.8M | $2.3M |
| 5 | MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 71 | $58.7M | $630K |
| 6 | EASTLAND FOOD CORPORATION EASTLAND FOOD CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | JESSUP MD | 208 | $13.7M | $484K |
| 7 | MODERN HOLDINGS, INC. MODERN PROFIT SHARING 401(K) PLAN | CEDAR RAPIDS IA | 98 | $14.6M | $374K |
| 8 | EMI INDUSTRIES LLC EMI INDUSTRIES, LLC 401(K) & BONUS PLAN | TAMPA FL | 317 | $17.9M | $332K |
| 9 | TRI-VALLEY, INC. TRI-VALLEY, INC. PENSION TRUST | DUDLEY MA | 162 | $6.4M | $83K |
| 10 | TRI-VALLEY, INC. TRI-VALLEY, INC. 403(B) PLAN | DUDLEY MA | 245 | $4.6M | $30K |
