Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding T. Rowe Price Retirement 2035 I Mutual fund - in their Schedule of Assets, totaling $31.8M 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 | MASSACHUSETTS AUDUBON SOCIETY, INC. MASSACHUSETTS AUDUBON SOCIETY 403(B) RETIREMENT SAVINGS PLAN | LINCOLN MA | 639 | $55.1M | $7.6M |
| 2 | NORWICH ORTHOPEDIC GROUP, P.C. ORTHOPEDIC PARTNERS 401(K) PROFIT SHARING PLAN | NORTH FRANKLIN CT | 123 | $32.8M | $3.1M |
| 3 | CALIFORNIA ASSOCIATION OF REALTORS |
LOS ANGELES CA |
| 134 |
| $67.5M |
| $3.0M |
| 4 | CONN-SELMER, INC. CONN-SELMER 401(K) & PROFIT SHARING PLAN | ELKHART IN | 590 | $43.3M | $2.9M |
| 5 | FRANKLIN CORPORATION FRANKLIN CORPORATION 401(K) PLAN | HOUSTON MS | 690 | $12.6M | $1.8M |
| 6 | FAST PACE MEDICAL CLINICAL, PLLC FAST PACE MEDICAL CLINIC, PLLC 401(K) PLAN | FRANKLIN TN | 2,730 | $19.7M | $1.7M |
| 7 | FISCHER MANAGEMENT, LLC FISCHER HOMES 401(K) PROFIT PLUS PLAN AND TRUST | ERLANGER KY | 869 | $94.7M | $1.7M |
| 8 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $1.6M |
| 9 | NEXUS MANAGEMENT, LLC NEXUS/SHERWOOD RETIREMENT PLAN | LAWRENCEVILLE NJ | 174 | $16.8M | $1.6M |
| 10 | PDG, P.A. PARK DENTAL/THE DENTAL SPECIALISTS 401(K) PLAN | ROSEVILLE MN | 1,238 | $137.6M | $1.2M |
