Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding T. Rowe Price Retirement 2035 Inv in their Schedule of Assets, totaling $29.5M 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 | MARATHON HEALTH, LLC. MARATHON HEALTH, LLC. 401(K) PLAN | INDIANAPOLIS IN | 1,516 | $81.1M | $9.2M |
| 2 | MONIN, INC. MONIN, INC. 401(K) PROFIT SHARING PLAN | CLEARWATER FL | 372 | $29.8M | $4.8M |
| 3 | AHRESTY WILMINGTON CORPORATION AHRESTY WILMINGTON CORPORATION RETIREMENT SAVINGS PLAN |
WILMINGTON OH |
| 546 |
| $34.5M |
| $4.6M |
| 4 | LIFT-ALL COMPANY INC LIFT-ALL COMPANY, INC. PROFIT SHARING PLAN | LANDISVILLE PA | 221 | $25.5M | $3.3M |
| 5 | TECH USA, LLC TECH USA, LLC 401 K PLAN | MILLERSVILLE MD | 453 | $17.1M | $996K |
| 6 | CHECKERS DRIVE-IN RESTAURANTS, INC. CHECKERS DRIVE-IN RESTAURANTS, INC. 401(K) PLAN | TAMPA FL | 10,659 | $6.8M | $864K |
| 7 | THE MILLER-CLAPPERTON PARTNERSHIP, INC. THE MILLER-CLAPPERTON PARTNERSHIP, INC. 401(K) RETIREMENT PLAN | AUSTELL GA | 146 | $7.7M | $790K |
| 8 | CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING AND TRUST CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEWMARKET NH | 132 | $9.9M | $666K |
| 9 | WEST SIDE MONTESSORI SCHOOL WEST SIDE MONTESSORI SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 86 | $10.8M | $579K |
| 10 | ROBERT DIETRICK CO., INC. ROBERT DIETRICK CO., INC. 401(K) PROFIT SHARING PLAN | FISHERS IN | 137 | $6.5M | $567K |
