Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding T. Rowe Price Retirement 2035 I Class Mutual fund in their Schedule of Assets, totaling $19.9M 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 | APR SUPPLY COMPANY APR SUPPLY CO. 401(K) PLAN | LEBANON PA | 437 | $30.2M | $5.3M |
| 2 | CEE KAY SUPPLY, INC CEE KAY SUPPLY, INC. PROFIT SHARING PLAN | ST. LOUIS MO | 145 | $19.8M | $2.4M |
| 3 | VASKO ELECTRIC, INC. VASKO ELECTRIC, INC. 401(K) PROFIT SHARING PLAN |
SACRAMENTO CA |
| 97 |
| $20.4M |
| $2.1M |
| 4 | KUDU DYNAMICS KUDU DYNAMICS 401(K) RETIREMENT PLA N | CHANTILLY VA | 177 | $30.6M | $1.9M |
| 5 | TRI-GAS & OIL CO. INC. TRI-GAS & OIL CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | FEDERALSBURG MD | 266 | $10.8M | $1.9M |
| 6 | PERRY PROTECH PERRY PROTECH EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN | LIMA OH | 224 | $121.9M | $1.1M |
| 7 | AMERICAN OPTOMETRIC ASSOCIATION AOA 401(K) PLAN | ST. LOUIS MO | 75 | $16.6M | $1.1M |
| 8 | 3 PHASE ELEVATOR CORP. 3 PHASE ELEVATOR 401(K) PLAN | CANTON MA | 207 | $9.8M | $928K |
| 9 | UVC MANAGEMENT, LLC DBA UNITED VEIN & VASCULAR CENTERS UNITED VEIN & VASCULAR CENTERS 401(K) PLAN | TAMPA FL | 511 | $7.5M | $763K |
| 10 | KLARNA, INC. KLARNA 401(K) PLAN | COLUMBUS OH | 261 | $32.1M | $759K |
