Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding T.Rowe Price Retirement 2025 Registered Investment Company in their Schedule of Assets, totaling $88.8M 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 | EL CAMINO HOSPITAL EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN | MT. VIEW CA | 4,437 | $976.1M | $57.3M |
| 2 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT | HAMILTON NY | 1,002 | $567.8M | $8.4M |
| 3 | VAN NESS FELDMAN, LLP VAN NESS FELDMAN EMPLOYEES' RETIREMENT PLAN |
WASHINGTON DC |
| 143 |
| $85.3M |
| $6.7M |
| 4 | PETRO-HUNT, L.L.C. AFFILIATED THRIFT PLAN | DALLAS TX | 484 | $224.8M | $5.2M |
| 5 | VECIMA TECHNOLOGY INC. VECIMA TECHNOLOGY INC. RETIREMENT SAVINGS PLAN | DULUTH GA | 165 | $28.6M | $3.3M |
| 6 | ANAPTYSBIO, INC. ANAPTYSBIO, INC. 401(K) PLAN | SAN DIEGO CA | 137 | $21.5M | $1.6M |
| 7 | JOHNSON TRACTOR INC JOHNSON TRACTOR, INC. EMPLOYEE 401(K) PLAN | JANESVILLE WI | 209 | $22.3M | $1.5M |
| 8 | A.B. DATA, LTD. A.B. DATA GROUP RETIREMENT AND SAVINGS PLAN | MILWAUKEE WI | 267 | $22.2M | $1.1M |
| 9 | PENN COMMUNITY BANK PENN COMMUNITY BANK RETIREMENT PLAN | PERKASIE PA | 299 | $43.5M | $1.0M |
| 10 | TRUSTEES OF I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST | MENDOTA HEIGHTS MN | 1,387 | $26.6M | $940K |
