Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding T. Rowe Price Retirement 2035 I T.Rowe Price 0 in their Schedule of Assets, totaling $39.6M 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 | BAXTER & WOODMAN, INC. BAXTER & WOODMAN 401K RETIREMENT SAVINGS PLAN | CRYSTAL LAKE IL | 415 | $89.2M | $3.8M |
| 2 | OTO DEVELOPMENT, LLC OTO DEVELOPMENT 401K PLAN | SPARTANBURG SC | 2,360 | $34.6M | $3.6M |
| 3 | HERITAGE VALLEY HEALTH SYSTEM HERITAGE VALLEY HEALTH SYSTEM 401(K) PLAN |
MOON TOWNSHIP PA |
| 1,368 |
| $141.8M |
| $3.4M |
| 4 | HALLAM ASSOCIATES, INC. HALLAM ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN | SOUTH BURLINGTON VT | 133 | $35.2M | $2.4M |
| 5 | DIRECTIONS RESEARCH, INC. DIRECTIONS RESEARCH, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 190 | $52.5M | $2.1M |
| 6 | ONTIC ENGINEERING AND MANUFACTURING, INC. ONTIC 401(K) PLAN | CHATSWORTH CA | 757 | $33.9M | $2.0M |
| 7 | SAAD ENTERPRISES, INC. SAAD HEALTHCARE SERVICES 401(K) P/S PLAN | MOBILE AL | 481 | $14.8M | $1.9M |
| 8 | THE KNAPHEIDE MANUFACTURING COMPANY THE KNAPHEIDE MANUFACTURING COMPANY 401(K) CASH DEFERRED PLAN | QUINCY IL | 1,688 | $175.4M | $1.9M |
| 9 | LEONARD ALUMINUM UTILITY BLDGS LEONARD ALUMINUM UTILITY BLDGS LLC, RET PLAN | MOUNT AIRY NC | 783 | $11.1M | $1.8M |
| 10 | HOSPICE & PALLIATIVE CARECENTER HOSPICE & PALLIATIVE CARECENTER 403(B) RETIREMENT PLAN | WINSTON SALEM NC | 352 | $20.2M | $1.4M |
