Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding T. Rowe Price Retirement 2025 R Pooled separate account in their Schedule of Assets, totaling $739K 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 | SKL, INC. DBA HOME HEATING & PLUMBING AND HOME & HEARTH SKL, INC. DBA HOME HEATING & PLUMBING AND HOME & HEARTH | FARGO ND | 105 | $11.2M | $391K |
| 2 | FREDERIC L. CHAMBERLAIN CENTER, INC. F.L. CHAMBERLAIN SCHOOL RETIREMENT PLAN | MIDDLEBOROUGH MA | 70 | $1.7M | $117K |
| 3 | HEALTH HOLDINGS COMPANY, LLC |
CORAL GABLES FL |
| 475 |
| $2.5M |
| $81K |
| 4 | PLATINUM SECURITY, INC. PLATINUM SECURITY EMPLOYEE BENEFIT PLAN | LOS ANGELES CA | 243 | $565K | $52K |
| 5 | A S I SYSTEM INTEGRATION INC A S I SYSTEM INTEGRATION, INC. 401(K) PROFIT SHARING PLAN | PORT WASHINGTON NY | 389 | $9.3M | $48K |
| 6 | SETAI HOTEL ACQUISITION, LLC THE SETAI 401(K) PLAN | COLFAX LA | 279 | $6.9M | $30K |
| 7 | NORTH JERSEY AIDS ALLIANCE, INC. NJCRI RETIREMENT PLAN | NEWARK NJ | 68 | $1.5M | $21K |
