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 2065 Fund n/a in their Schedule of Assets, totaling $6.9M 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 | ESSENTIAL UTILITIES, INC. ESSENTIAL UTILITIES, INC. 401(K) PLAN | BRYN MAWR PA | 3,448 | $623.8M | $6.2M |
| 2 | ERAMET MARIETTA, INC. RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF ERAMET MARIETTA, INC. | MARIETTA OH | 206 | $34.4M | $249K |
| 3 | THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION RETIREMENT PLAN |
WASHINGTON DC |
| 326 |
| $38.1M |
| $128K |
| 4 | ANCHIN, BLOCK & ANCHIN LLP THE ANCHIN, BLOCK & ANCHIN SAVINGS PLAN | NEW YORK NY | 451 | $117.9M | $109K |
| 5 | MARQUETTE MANAGEMENT, INC. MARQUETTE MANAGEMENT EMPLOYEES' 401(K) RETIREMENT PLAN | NAPERVILLE IL | 255 | $14.2M | $90K |
| 6 | THE CHRONICLE OF HIGHER EDUCATION THE CHRONICLE OF HIGHER EDUCATION PROFIT SHARING PLAN | WASHINGTON DC | 150 | $99.7M | $81K |
| 7 | THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION 403(B) PLAN | WASHINGTON DC | 298 | $36.3M | $41K |
| 8 | DENTAL HEALTH ASSOCIATES OF MADISON, LTD. DENTAL HEALTH ASSOCIATES OF MADISON, LTD. 401(K) PROFIT SHARING PLAN | FITCHBURG WI | 284 | $67.4M | $23K |
