Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Retirement 2035 R Pooled separate account in their Schedule of Assets, totaling $3.3M 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 | A S I SYSTEM INTEGRATION INC A S I SYSTEM INTEGRATION, INC. 401(K) PROFIT SHARING PLAN | PORT WASHINGTON NY | 389 | $9.3M | $1.0M |
| 2 | SKL, INC. DBA HOME HEATING & PLUMBING AND HOME & HEARTH SKL, INC. DBA HOME HEATING & PLUMBING AND HOME & HEARTH | FARGO ND | 105 | $11.2M | $749K |
| 3 | SETAI HOTEL ACQUISITION, LLC |
COLFAX LA |
| 279 |
| $6.9M |
| $640K |
| 4 | FREDERIC L. CHAMBERLAIN CENTER, INC. F.L. CHAMBERLAIN SCHOOL RETIREMENT PLAN | MIDDLEBOROUGH MA | 70 | $1.7M | $470K |
| 5 | HEALTH HOLDINGS COMPANY, LLC HEALTH HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | CORAL GABLES FL | 475 | $2.5M | $131K |
| 6 | PLATINUM SECURITY, INC. PLATINUM SECURITY EMPLOYEE BENEFIT PLAN | LOS ANGELES CA | 243 | $565K | $131K |
| 7 | OHIO MANAGEMENT, LLC OHIO MANAGEMENT, LLC PROFIT SHARING PLAN | METAIRIE LA | 144 | $4.0M | $71K |
| 8 | NORTH JERSEY AIDS ALLIANCE, INC. NJCRI RETIREMENT PLAN | NEWARK NJ | 68 | $1.5M | $62K |
