Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding T. Rowe Price Retirement 2065 Fund I Mutual fund in their Schedule of Assets, totaling $12.0M 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 | FLORIDA HEALTH SCIENCES CENTER, INC. FLORIDA HEALTH SCIENCES CENTER 403(B) SAVINGS PLAN | TAMPA FL | 11,892 | $768.3M | $6.9M |
| 2 | BLAIN SUPPLY, INC. BLAIN SUPPLY AND FARM & FLEET PROFIT SHARING 401K PLAN | JANESVILLE WI | 3,371 | $209.5M | $3.2M |
| 3 | J.F. AHERN CO. |
FOND DU LAC WI |
| 738 |
| $120.3M |
| $1.1M |
| 4 | GREENPOINT TECHNOLOGIES, INC. GREENPOINT TECHNOLOGIES, INC. 401(K) PLAN | BOTHELL WA | 420 | $33.2M | $275K |
| 5 | TGH STAFFING, LLC D/B/A INTERHEALTH MEDICAL STAFFING SOLUTIONS INTERHEALTH MEDICAL STAFFING SOLUTIONS 401(K) PLAN | TAMPA FL | 703 | $4.0M | $182K |
| 6 | TOPCON AMERICA CORPORATION TOPCON AMERICA CORPORATION 401(K) PLAN | OAKLAND NJ | 1,186 | $206.3M | $170K |
| 7 | ELITE COMFORT SOLUTIONS, LLC ELITE COMFORT SOLUTIONS 401(K) PLAN | CARTHAGE MO | 1,067 | $22.0M | $117K |
| 8 | PROSPECT MOLD AND DIE COMPANY PROSPECT MOLD AND DIE COMPANY THRIFT INCENTIVE PLAN | CUYAHOGA FALLS OH | 125 | $12.9M | $42K |
| 9 | CENTRAL MAINTENANCE & WELDING, INC. CENTRAL MAINTENANCE & WELDING, INC. 401(K) PROFIT SHARING PLAN | LITHIA FL | 100 | $13.3M | $27K |
| 10 | PARK FEDERAL CREDIT UNION PARK COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | LOUISVILLE KY | 267 | $22.1M | $27K |
