Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding T.Rowe Price Retirement 2065 Fund Mutual Fund in their Schedule of Assets, totaling $29.3M 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 | BOOMI, LP BOOMI, LP 401(K) PLAN | CONSHOHOCKEN PA | 877 | $152.8M | $3.8M |
| 2 | DEKA RESEARCH & DEVELOPMENT CORP. DEKA RESEARCH & DEVELOPMENT CORP. 401(K) PLAN | MANCHESTER NH | 967 | $123.2M | $2.8M |
| 3 | MARKETAXESS CORPORATION MARKETAXESS CORPORATION 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 580 |
| $149.3M |
| $2.1M |
| 4 | BRYANT & STRATTON COLLEGE, INC. BRYANT & STRATTON COLLEGE 401(K) SAVINGS PLAN | ORCHARD PARK NY | 1,260 | $85.0M | $1.6M |
| 5 | SOUTHERN UTE INDIAN TRIBE RETIREMENT SAVINGS PLAN SOUTHERN UTE INDIAN TRIBE RETIREMENT SAVINGS PLAN | IGNACIO CO | 1,401 | $303.2M | $1.6M |
| 6 | MILL CREEK RESIDENTIAL TRUST LLC MILL CREEK RESIDENTIAL TRUST RESOURCES LLC 401(K) PLAN | DALLAS TX | 1,325 | $149.8M | $1.4M |
| 7 | ASCENDANCE TRUCKS NORTH AMERICA, LLC ASCENDANCE TRUCKS 401K PLAN | HARRISBURG PA | 1,160 | $61.0M | $1.3M |
| 8 | BAY STATE MILLING COMPANY THE BAY STATE MILLING COMPANY RETIREMENT PLAN | QUINCY MA | 629 | $92.0M | $1.2M |
| 9 | THE WILLS GROUP, INC. H.S. SWANN, JAMES W. WILLS, JR. EMPLOYEES' VALUE SHARING OPPORTUNITY PLAN | LA PLATA MD | 758 | $45.8M | $1.1M |
| 10 | COUPA SOFTWARE, INC. COUPA SOFTWARE, INC. RETIREMENT TRUST | FOSTER CITY CA | 1,202 | $215.1M | $1.0M |
