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 Pooled Separate Account in their Schedule of Assets, totaling $5.1M 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 | CARY STREET PARTNERS FINANCIAL LLC CARY STREET PARTNERS FINANCIAL LLC 401(K) PLAN | RICHMOND VA | 161 | $21.6M | $1.9M |
| 2 | DATTCO, INC. DATTCO, INC. 401(K) PLAN | NEW BRITAIN CT | 1,645 | $27.6M | $1.4M |
| 3 | MILLENNIUM VISION, INC. MILLENNIUM VISION, PC 401(K) PROFIT SHARING PLAN |
PHOENIX AZ |
| 152 |
| $9.7M |
| $679K |
| 4 | POWER & CONSTRUCTION GROUP, INC. POWER & CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN | SCOTTSVILLE NY | 321 | $20.5M | $631K |
| 5 | TAOS PUEBLO TAOS PUEBLO 401(K) PROFIT SHARING PLAN | TAOS NM | 285 | $9.6M | $214K |
| 6 | WESTLAKE PLASTICS COMPANY WESTLAKE PLASTICS COMPANY DEFERRED SAVINGS AND PROFIT SHARING PLAN | LENNI PA | 88 | $6.4M | $132K |
| 7 | GAF HOLDINGS INC GROPPETTI AUTOMOTIVE 401(K) PROFIT SHARING PLAN | VISALIA CA | 182 | $6.5M | $107K |
| 8 | HAUSMANN CONSTRUCTION, INC. HAUSMANN ENTERPRISES 401(K) PROFIT SHARING PLAN | LINCOLN NE | 475 | $23.8M | $20K |
| 9 | PRIME RETAIL SERVICES, INC. PRIME RETAIL SERVICES, INC. | FLOWERY BRANCH GA | 154 | $1.6M | $6K |
