Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding T. Rowe Price Retirement 2035 Inv Mutual fund in their Schedule of Assets, totaling $32.8M 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 | VISIONIST, INC VISIONIST, INC. 401(K) PLAN | COLUMBIA MD | 153 | $50.1M | $7.4M |
| 2 | OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 280 | $67.1M | $4.8M |
| 3 | THE NORFOLK COMPANIES, INC. NORFOLK COMPANIES 401(K) PLAN |
| 199 |
| $12.8M |
| $1.9M |
| 4 | REGIONAL AMBULANCE SERVICES, INC. REGIONAL AMBULANCE SERVICES, INC. 401(K) PLAN | RENO NV | 485 | $20.2M | $1.8M |
| 5 | CONCRETE PUMP PARTNERS CONCRETE PUMP PARTNERS 401(K) PLAN | NASHVILLE TN | 194 | $6.2M | $1.6M |
| 6 | FIKES WHOLESALE INC. THE FIKES COMPANIES PROFIT SHARING PLAN & TRUST | TEMPLE TX | 680 | $10.4M | $1.6M |
| 7 | CHANNELL COMMERCIAL CORPORATION CHANNELL COMMERCIAL CORPORATION 401(K) PLAN | ROCKWALL TX | 523 | $17.3M | $1.4M |
| 8 | AER LINGUS LIMITED AER LINGUS 401(K) PLAN | JERICHO NY | 76 | $25.6M | $1.3M |
| 9 | MOSAIC TECHNOLOGIES GROUP MOSAIC TECHNOLOGIES GROUP 401(K) PLAN | FULTON MD | 0 | $10.2M | $1.3M |
| 10 | TANGENT TECHNOLOGIES, LLC TANGENT TECHNOLOGIES, LLC 401(K) PLAN | AURORA IL | 438 | $10.3M | $1.3M |
