Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 147 U.S. retirement plans report holding T.ROWE PRICE RETIREMENT 2025-R in their Schedule of Assets, totaling $54.0M 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 | EVANGELICAL SERVICES WESLEY ENHANCED LIVING RETIREMENT PLAN | WARMINSTER PA | 878 | $31.0M | $6.1M |
| 2 | EDUCATIONAL BUS TRANSPORTATION, EDUCATIONAL BUS TRANSPORTATION, INC. 401(K) PLAN | SPRING VALLEY NY | 1,502 | $13.9M | $2.0M |
| 3 | BALFOUR BEATTY INVESTMENTS INC |
MALVERN PA |
| 1,417 |
| $47.1M |
| $1.9M |
| 4 | AMERICAN GILSONITE COMPANY AGC 401(K) PLAN | BONANZA UT | 78 | $8.6M | $1.6M |
| 5 | DETROIT MANUFACTURING SYSTEMS, LLC DETROIT MANUFACTURING SYSTEMS, LLC SALARIED 401(K) PLAN | DETROIT MI | 329 | $13.6M | $1.4M |
| 6 | CIRCLE AUTOMOTIVE GROUP, INC. CIRCLE AUTOMOTIVE GROUP, INC. 401(K) PLAN | SANTA ANA CA | 160 | $5.3M | $1.3M |
| 7 | AMERICAN SPRAYTECH AMERICAN SPRAYTECH 401(K) | BRANCHBURG NJ | 473 | $8.3M | $1.2M |
| 8 | FOUNDATION DENTAL PARTNERS GEORG FOUNDATION DENTAL PARTNERS GEORGIA PC 401K PLAN | ALPHARETTA GA | 383 | $8.6M | $1.1M |
| 9 | ATOMIC CREDIT UNION, INC. ATOMIC CREDIT UNION, INC. 401(K) PLAN | PIKETON OH | 205 | $18.1M | $1.1M |
| 10 | HH HOLDINGS, INC. HH HOLDINGS, INC. 401(K) PLAN | KAILUA HI | 140 | $5.6M | $994K |
