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 Tr-K in their Schedule of Assets, totaling $30.2M 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 | OUTRIGGER HOTELS HAWAII OUTRIGGER HOTELS HAWAII PROFIT SHARING AND RETIREMENT SAVINGS PLAN | HONOLULU HI | 1,577 | $162.7M | $15.3M |
| 2 | NSF INTERNATIONAL NSF INTERNATIONAL 401(K) PLAN | ANN ARBOR MI | 1,066 | $170.1M | $8.2M |
| 3 | ENT CREDIT UNION ENT CREDIT UNION 401(K) RETIREMENT PLAN |
COLORADO SPRINGS CO |
| 1,413 |
| $183.0M |
| $5.1M |
| 4 | SBM LIFE SCIENCE CORP. SBM LIFE SCIENCE CORP. 401(K) PLAN | CARY NC | 135 | $8.0M | $728K |
| 5 | UPGRADE INC. UPGRADE INC. 401(K) PLAN | SAN FRANCISCO CA | 1,537 | $54.5M | $544K |
| 6 | SPARROW CAPITAL PARTNERS, LLC SPARROW PARTNERS 401(K) PLAN | AUSTIN TX | 237 | $7.1M | $273K |
| 7 | ECONOMIC MODELING, LLC LIGHTCAST 401(K) PLAN | MOSCOW ID | 330 | $21.8M | $80K |
