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 2065 Fund I # in their Schedule of Assets, totaling $7.7M 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 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $2.6M |
| 2 | SHAKE SHACK ENTERPRISES, LLC SHAKE SHACK RETIREMENT PLAN | NEW YORK NY | 6,120 | $45.5M | $1.1M |
| 3 | SAFRAN SEATS USA LLC ZODIAC SEATS US SAVINGS PLAN |
GAINESVILLE TX |
| 538 |
| $81.1M |
| $781K |
| 4 | PACERS BASKETBALL, LLC PACERS BASKETBALL, LLC RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,186 | $59.0M | $712K |
| 5 | SOUTHEASTERN REGIONAL MEDICAL CENTER SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN | LUMBERTON NC | 2,139 | $127.0M | $690K |
| 6 | HARADEN MOTOR CAR CORPORATION HARADEN MOTOR CAR CORP. 401(K) RETIREMENT PLAN | SCOTIA NY | 329 | $19.9M | $554K |
| 7 | TITUS-WILL TITUS-WILL RETIREMENT SAVINGS PLAN | TACOMA WA | 512 | $37.1M | $428K |
| 8 | ROCKFORD TOOLCRAFT, INC. ROCKFORD TOOLCRAFT, INC. RETIREMENT PLAN | ROCKFORD IL | 345 | $25.6M | $166K |
| 9 | LAKE TRUST CREDIT UNION LAKE TRUST CREDIT UNION 401(K) PLAN | BRIGHTON MI | 499 | $53.0M | $151K |
| 10 | ERBE USA, INCORPORATED ERBE USA, INCORPORATED 401(K) PLAN | MARIETTA GA | 245 | $33.1M | $150K |
