Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T. Rowe Price Retirement 2035 Mutual fund n/a in their Schedule of Assets, totaling $16.1M 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 | DEVCON CONSTRUCTION INCORPORATED DEVCON CONSTRUCTION, INC. 401(K) RETIREMENT PLAN | MILPITAS CA | 327 | $144.1M | $4.9M |
| 2 | CREDIT.COM HOLDINGS, LLC CREDIT.COM HOLDINGS, LLC 401K PLAN | SALT LAKE CITY UT | 179 | $28.4M | $1.9M |
| 3 | TOASTMASTERS INTERNATIONAL, INC. |
ENGLEWOOD CO |
| 123 |
| $17.7M |
| $1.8M |
| 4 | UNITED HERITAGE FINANCIAL GROUP UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN | MERIDIAN ID | 132 | $39.5M | $1.8M |
| 5 | PGX HOLDINGS, INC. PROGREXION HOLDINGS, INC. 401(K) PLAN | SALT LAKE CITY UT | 224 | $28.3M | $1.2M |
| 6 | WHITE MOUNTAIN BEVERAGE, LLC WHITE MOUNTAIN BEVERAGE, LLC SAVINGS AND PROFIT SHARING PLAN | RENTON WA | 180 | $27.3M | $1.2M |
| 7 | WOLFE PLUMBING, INC. WOLFE COMPANIES 401(K) SAVINGS PLAN | EVERETT WA | 123 | $8.0M | $896K |
| 8 | OQUIRRH MOUNTAIN LAW GROUP, PC OQUIRRH MOUNTAIN LAW GROUP, PC 401 (K) | SALT LAKE CITY UT | 37 | $3.4M | $827K |
| 9 | SUMMIT AUTOMOTIVE PARTNERS SUMMIT AUTOMOTIVE PARTNERS RETIREMENT SAVINGS PLAN | CENTENNIAL CO | 770 | $37.7M | $759K |
| 10 | JOHN C. HEATH, ATTORNEY AT LAW, PLLC LEXINGTON LAW FIRM 401(K) PLAN | SALT LAKE CITY UT | 56 | $3.3M | $563K |
