Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Retirement 2065 Fund Mutual Funds in their Schedule of Assets, totaling $113K 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 | OGDEN CAP PROPERTIES, LLC OGDEN CAP PROPERTIES, LLC 401(K) PLAN | NEW YORK NY | 223 | $35.8M | $46K |
| 2 | CARESTREAM DENTAL LLC CARESTREAM DENTAL RETIREMENT SAVINGS PLAN | ATLANTA GA | 377 | $103.6M | $38K |
| 3 | PATRIOT SOFTWARE COMPANY FOXHIRE / PATRIOT SOFTWARE 401(K) PLAN |
CANTON OH |
| 414 |
| $17.2M |
| $14K |
| 4 | I-C FEDERAL CREDIT UNION I-C FEDERAL CREDIT UNION PROFIT SHARING & 401(K) PLAN | FITCHBURG MA | 120 | $16.2M | $11K |
| 5 | ABSOLUTE SECURITY INTERNATIONAL, INC. ABSOLUTE SECURITY INTERNATIONAL 401(K) PLAN | EL MONTE CA | 256 | $447K | $4K |